Unclaimed
Alexis Pigg is a registered investment advisor representative with Sanctuary Advisors, LLC. Alexis has been in the industry since 2013, working with clients in the Lufkin area for Merrill Lynch before joining Sanctuary Advisors, LLC. Alexis is a licensed advisor in Texas and Minnesota and holds Series 66, 7 and SIE licenses. Alexis works with individuals, families, businesses, and charitable organizations to help them reach their financial goals. Alexis is a member of the Junior League of Lufkin, serving as president.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/19/2022 - Present
Sanctuary Advisors, LLC (DIBOLL TX)
TX
06/28/2013 - 08/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LUFKIN TX)
BOTH
Issued 10/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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