Houston, TX Queensbury Lane Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

2

Of 404 advisors across 128 offices

Location

12848 Queensbury Lane, Ste. 208

Houston TX 77024

Advisors at this office

2

Advisors at this office

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Karen H

Series 66

Houston, TX

Sanctuary Advisors, LLC

Karen Heider is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, with 11 years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014 and 2015, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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

Series 63, Series 65

Houston, TX

Sanctuary Advisors, LLC

Robert Gilliland is a financial advisor with Sanctuary Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long-term roles at Bank of America and Merrill. Outside of advisory work, he is involved in an outdoor recreation company founded by his family and serves as a board member of Northland Syllian Field. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and consultative services, utilizing multiple analytical approaches and both discretionary and non-discretionary account structures.

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