Melinda Parker is a registered investment advisor at Sanctuary Advisors, LLC, based in Plano, TX, with 27 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
5700 Tennyson Pkwy, Ste 250, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Melinda serves as the Treasurer for the Kiamichi Wilderness Landowners Association, an HOA for landowners. This activity involves maintaining financial records and requires minimal time.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
The (wilson) Williams Financial GroupBroker
Wfg Advisors, LP
Smh Capital Advisors, INC.
Sanders Morris Harris INC.Broker
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
First Union Securities, INC.Broker
Principal Financial Securities,inc.Broker
State Registrations8 states
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.