Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Keith Brockhouse is an investment advisor representative registered with Sanctuary Advisors, LLC. Ian has been in the financial industry for over 10 years, with previous experience at Raymond James & Associates, Inc., Raymond James Financial Services, Inc. and Morgan Stanley. Ian holds licenses in various states and has experience in financial planning, portfolio management for businesses and individuals, and pension consulting.
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
NY
10/31/2022 - Present
Sanctuary Advisors, LLC (PLATTSBURGH NY)
FL
03/24/2020 - 11/07/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/16/2019 - 11/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/01/2018 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/02/2016 - 04/20/2017
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 03/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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