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Richard F

Series 66

North Augusta, SC

Sanctuary Advisors, LLC

Richard Flippo Jr. is a financial advisor with Sanctuary Advisors, LLC who holds the Series 66 designation and has seven years of industry experience. He previously worked at UBS Financial Services from 2018 to 2025 and held various positions in the medical sector prior to that. Outside of his advisory role, he operates his own investment advisory business and manages administrative consulting engagements. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing a range of investment approaches and acting as a fiduciary when advisory agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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