Unclaimed
Carroll Sanderson is a financial advisor with Independent Financial Partners. Carroll has been working in the financial industry since 2004. Carroll has a Series 6, Series 63, and Series 65 license. Carroll has experience working at various firms, including LPL Financial LLC and Pruco Securities, LLC. Carroll provides financial planning, pension consulting, educational seminars, and non-discretionary investment advice. Carroll's office is located in Hattiesburg, Mississippi.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MS
07/26/2017 - Present
Independent Financial Partners (Hattiesburg MS)
MS
06/04/2014 - 05/23/2019
LPL FINANCIAL LLC (JACKSON MS)
NJ
11/10/2004 - 06/10/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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