Brett Sanner
Brett Sanner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Upland, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1125 East 16th Street, Suite 1, Upland, CA, 91784
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Brett is involved in several business activities, including owning an Amazon online store, Sugar Mill Marketing LLC (e-commerce), and WinnieLu LLC (dropship website). He also works as a broker/agent for Insurance Planning Advisors and another insurance agency, selling indexed annuities and other insurance products, and owns rental real estate property.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations49 states
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