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Thomas Edward Sanders

Kingsmark Private Financial Advisors, LLC

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About Thomas Edward Sanders

Thomas Edward Sanders is an Investment Advisor Representative with Kingsmark Private Financial Advisors, LLC. Thomas has been in the industry since 1986 and has a wide range of experience in financial planning, investment management, and insurance. Thomas has a variety of designations, including Certified Financial Planner and Chartered Financial Consultant. Thomas is also a member of various real estate companies, managing properties and owning and operating a hunting guide service.

Firm Information

Thomas Sanders is currently registered with Kingsmark Private Financial Advisors, LLC. Kingsmark Private Financial Advisors, LLC is a registered investment advisor based in Albany, Georgia. The firm manages over $353 million in assets for a variety of clients, including individuals, families, trusts, estates, businesses, and retirement plans. Kingsmark provides a range of financial planning and investment management services, including portfolio management, retirement planning, estate planning, and insurance planning. The firm's philosophy is to build long-term relationships with its clients and to provide personalized advice and service.
Kingsmark Private Financial Advisors, LLC

601 POINTE NORTH BOULEVARD

ALBANY, GA 31721

$353.05M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Sanders’s Registration & Firm History

GA

05/13/2008 - Present

Kingsmark Private Financial Advisors, LLC (ALBANY GA)

GA

05/02/2008 - 12/31/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (ALBANY GA)

GA

07/24/1986 - 05/07/2008

NYLIFE SECURITIES LLC (ALBANY GA)

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Licenses & Designations

IA

Issued 01/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2008

Series 24 - General Securities Principal Examination

BC

Issued 12/21/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/05/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Sanders.
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