AP
AP

Alexis Pigg

12 Years of Experience
Diboll, TX
Broker

Alexis Pigg is a registered investment advisor at Sanctuary Advisors, LLC, based in Diboll, TX, with 12 years of industry experience. Alexis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
401 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 S Temple Dr, Ste 300, Diboll, TX, 75941

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexis is the President of the Junior League of Lufkin, a service organization benefiting women and children in the Lufkin/Angelina County area. This role involves oversight of the board and community service projects, requiring a few hours per week.

Employment History
Current Registrations
Sanctuary Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Sanctuary Securities, INC.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - August 2022 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - August 2022 · 9 yrs 2 mos
State Registrations3 states
MNNCTX
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.
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