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Randall Bliss

Sanctuary Advisors, LLC
36 Years of Experience
Mount Pleasant, SC
1 DisclosureBroker
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Randall Bliss is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Mount Pleasant, SC, with 36 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Sanctuary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mount Pleasant, SC

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History

Regulatory History (1)
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Regulatory
August 2020
Final
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Other Business Activities

Randall is a committee member for the YMCA of Lake County, a local non-profit organization. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Sanctuary Advisors, LLC
February 2023 - Present · 3 yrs 8 mos
Sanctuary Securities, INC.
February 2023 - Present · 3 yrs 8 mos
Sanctuary Securities, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Concourse Financial Group Advisors
September 2001 - March 2023 · 21 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
September 2001 - March 2023 · 21 yrs 6 mos
Denmark Investment Services, INC.Broker
January 1997 - August 2001 · 4 yrs 7 mos
Key Investments INC.Broker
March 1995 - August 1996 · 1 yr 5 mos
Society Investments, INC.Broker
January 1995 - March 1995 · 2 mos
Investors Capital CORP.Broker
March 1994 - December 1994 · 9 mos
American Express Financial Advisors INC.Broker
April 1991 - February 1992 · 10 mos
Ids Life Insurance CompanyBroker
April 1991 - February 1992 · 10 mos
Mariner Financial Services, INC.Broker
January 1989 - December 1989 · 11 mos
Washington National Equity CompanyBroker
March 1985 - June 1987 · 2 yrs 3 mos
State Registrations9 states
AZCAFLMTNHOHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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