Plano, TX Tennyson Pkwy Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

3

Of 404 advisors across 128 offices

Location

5700 Tennyson Pkwy, Ste 250

Plano TX 75024

Advisors at this office

3

Advisors at this office

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Christopher C

CFP®, Series 66

Plano, TX

Sanctuary Advisors, LLC

Christopher Cervantes is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. His prior work includes roles at Bank of America and Merrill, where he spent over two decades combined. He is a member of the Baylor University Board of Advocates and serves on the advisory board for Baylor's Hankamer School of Business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporate and institutional investors, trusts, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and fiduciary services through a platform known for its strategic affiliations and innovative fee arrangements.

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

CFP®, Series 66

Plano, TX

Sanctuary Advisors, LLC

Matthew Strough is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Avantax and BB&T among other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, operating under a fiduciary standard when agreements are in place.

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

Series 63, Series 65

Plano, TX

Sanctuary Advisors, LLC

Larry Jackson is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, Merrill, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, ranging from individuals and high-net-worth clients to corporations and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver advice through various portfolio management programs and financial planning, using a range of analytical approaches and maintaining fiduciary standards when applicable.

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