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PRESTON F. SANDERS, CHFC, LLC
PRESTON F. SANDERS, CHFC, LLC
SANDERS & SCOTT, CHFC
WATKINSVILLE, Georgia
·
3 registered advisors
·
CRD# 125741
SEC# 801-129881
2
770-760-8933
01
Firm Overview
AUM
$119M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: QUARTERLY ADVISORY FEE
03
Specialties
Financial Planning
Investment Management
04
Advisors at PRESTON F. SANDERS, CHFC, LLC
3 registered advisors
Julie Cay Phillips
WATKINSVILLE, Georgia
CRD# 7704284
Preston Franklin Sanders
WATKINSVILLE, Georgia
CRD# 1280448
Robert Waymon Scott
WATKINSVILLE, Georgia
CRD# 7279841
05
Office Locations
WATKINSVILLE, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. PRESTON F. SANDERS, CHFC, LLC (CRD# 125741) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.