Zonia
Pullen
Sanctuary Advisors, LLC
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About this Advisor
Zonia Pullen is a financial advisor based in Mcallen, Texas, working with Sanctuary Advisors, LLC. Zonia has previously held positions at Delta Equity Services Corporation, Delta Global Asset Management, Primerica Financial Services, Pfs Investments Inc, Bolton Global Capital, Bolton Securities Corporation, Pruco Securities LLC, The Prudential Insurance Company Of America, Sanctuary Securities, Inc, and Sanctuary Advisors LLC. Zonia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Zonia is part of Sanctuary Advisors, LLC, which operates out of Mcallen, Texas. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zonia Pullen Work History
Sanctuary Securities, Inc
Sanctuary Advisors LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Primerica Financial Services
Pfs Investments Inc
Delta Equity Services Corporation
Delta Global Asset Management
Bolton Global Capital
Bolton Securities Corporation
Disclosures
Please visit the SEC profile of Zonia Pullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Austin, TX
Indianapolis, IN
Williamsburg, VA
Wayne, PA
Aliso Viejo, CA
Moorestown, NJ
Indianapolis, IN
College Station, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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