Thomas B Sanchez

Namcoa

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Namcoa

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

291 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$312.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

Sugarland, TX

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History

Regulatory History (1)

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Employment Separation After Allegations

June 2008

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Other Business Activities

Thomas is an Administrative Director at Protocol Research at MD Anderson. This activity is not investment related.

Employment History

Current Registrations

Namcoa

January 2014 - Present · 12 yrs 1 mo

Previous Registrations

Naples Asset Management CO., LLC

June 2010 - November 2012 · 2 yrs 5 mos

Greenbriar Financial Services, INC.

February 2005 - November 2006 · 1 yr 9 mos

Linsco/private Ledger CORP.

September 2001 - November 2006 · 5 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.