Wendy Sachs is a registered investment advisor at Raymond James & Associates, INC., based in Boerne, TX, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
604 N. Main Street, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy owns Unending Love, a small jewelry-making business, since 2017. She dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Sanford C. Bernstein & CO., LLCBroker
Edward JonesBroker
State Registrations2 states
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