Unclaimed
Ladd Sanderson is an investment advisor representative with LPL Financial LLC. Ladd has been in the financial services industry for over 10 years and has a variety of experience in the industry, including working for J.P. Morgan Securities LLC, Park Avenue Securities LLC, and Raymond James & Associates, Inc. Ladd is registered in Mississippi and holds the Series 66, Series 7, and SIE licenses. Ladd's services include financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
06/02/2023 - Present
LPL Financial LLC (RIDGELAND MS)
MS
04/22/2021 - 04/18/2023
J.P. MORGAN SECURITIES LLC (Jackson MS)
MS
07/08/2020 - 02/19/2021
PARK AVENUE SECURITIES LLC (JACKSON MS)
LA
06/27/2018 - 03/23/2020
RAYMOND JAMES & ASSOCIATES, INC. (MONROE LA)
BOTH
Issued 10/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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