Tracy Clanton (CRD# 7032581) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Slidell, LA and has over 5 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanctuary Securities, Inc. | Slidell, LA | Aug 2020 - Current | 3 |
| Sanctuary Advisors, LLC | Slidell, LA | Aug 2020 - Current | 3 |
| Bank Of America, N.a. | Slidell, LA | Jun 2019 - Aug 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Slidell, LA | Oct 2018 - Aug 2020 | 1 |
| St. Tammany Parish Development District | Mandeville, LA | Jan 2018 - Sep 2018 | < 1 |
| St. Tammany Economic Development Foundation | Mandeville, LA | Jun 2003 - Dec 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- LA
- TX
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Total Assets Under Management22,024MILLIONS
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Total Number of Accounts49,099ACCOUNTS
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Average Account Value$448,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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