Advisor at Sanctuary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sanctuary Advisors, LLC
Location
Sneads Ferry, NC
Credentials
Series 63, Series 66
Industry experience
18 years
Rachel Carter is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Bank of America and Merrill for a decade before joining Sanctuary Advisors in 2024. Outside of her advisory role, she is active in nonprofit and community organizations, serving as communications manager for Ocean Fest, Inc., a board member of Coastal Carolina Riverwatch, and participating in various retirement industry groups. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, SMAs, UMAs, and both wrap and non-wrap solutions, utilizing a broad network of independent advisors and affiliated broker-dealer services.
Based on Sanctuary Advisors, LLC
Based on Sanctuary Advisors, LLC
Financial planning fees may be fixed fee, negotiated per engagement.
$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%
Financial planning fees offered on hourly basis, negotiated per engagement.
Performance-based fees charged only to Qualified Institutional Buyers (QIB) with at least $100 million in securities.
Account minimum: $10,000
Sneads Ferry, NC
North Carolina · Texas
Sanctuary Advisors LLC
2024 - Present (2 years)
Sanctuary Securities, Inc.
2024 - Present (2 years)
Bank Of America N.A.
2014 - 2024 (10 years)
Merrill
2014 - 2024 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Sneads Ferry, NC
Connective Wealth Partners, LLC
CFP®, Series 63, Series 66
Sneads Ferry, NC
Atlas
Series 65
Hubert, NC
Selective Wealth Management, Inc.
Series 65
Holly Ridge, NC
Benefit Financial Services Group
Series 63, Series 65
Swansboro, NC
Credit Union Investment Services
CFP®, ChFC®, Series 63, Series 65
Sneads Ferry, NC
Independent Financial Group, LLC
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