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Larry Sanders

11 Years of Experience
Grand Prairie, TX
2 DisclosuresBroker

Larry Sanders is a registered investment advisor at Ip Financial Advisory Services LLC, based in Grand Prairie, TX, with 11 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
130 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M

Fee Structure

Planning is included in investment management (also available separately)

IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.

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Location

Grand Prairie, TX

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History

Regulatory History (2)
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Financial
August 2017
Final
Criminal
September 2003
Final Disposition
Other Business Activities

Larry is a self-employed barber, dedicating nearly full-time hours to providing haircuts. He also works in real estate sales/marketing for Dalton Wade Realty Group for a few hours per week and manages a rental property, in addition to serving as a Sergeant First Class in the US Army Reserve full-time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
May 2021 - Present · 5 yrs
Innovation Partners LLC
May 2021 - Present · 5 yrs
Innovation Partners LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Parsonex Securities, INC.Broker
October 2019 - May 2021 · 1 yr 7 mos
Parsonex Securities, INC.Broker
August 2017 - December 2018 · 1 yr 4 mos
C C F Investments, INC.Broker
May 2013 - December 2015 · 2 yrs 7 mos
Primerica Advisors
February 2013 - May 2013 · 3 mos
PFS Investments INC.Broker
June 2012 - May 2013 · 11 mos
State Registrations2 states
AZTX
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.