Unclaimed Profile

Terry E. Sanford

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.·HOUSTON, Texas

Clean recordCARRIAGE SERVICES INVESTMENT ADVISORS, INC.

3040 POST OAK BLVD., HOUSTON, TX 77056CRD# 6085873Firm CRD# 164325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terry E. Sanford · HOUSTON, TX

Registration

CRD #6085873 · CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terry E. Sanford is a registered financial advisor based in HOUSTON, Texas, affiliated with CARRIAGE SERVICES INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

AUM

$273M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARRIAGE SERVICES INVESTMENT ADVISORS, INC. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6085873

Firm CRD# 164325

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry E. Sanford offer?

Terry E. Sanford specializes in Retirement Planning, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Terry E. Sanford's credentials?

Terry E. Sanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terry E. Sanford located?

Terry E. Sanford is based in HOUSTON, Texas, working with CARRIAGE SERVICES INVESTMENT ADVISORS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Terry E. Sanford charge for services?

Terry E. Sanford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARRIAGE SERVICES INVESTMENT ADVISORS, INC.?

CARRIAGE SERVICES INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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