Roy Alvis, Jr. Jr.
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.
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.
Location
Diboll, TX 75941
Credentials
Series 63, Series 65
Industry experience
36 years
Roy Alvis, Jr. Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include extensive tenures at Merrill and Bank of America. He serves as the administrator for the estate of his mother-in-law, Betty Sexton Brown. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plans. The firm offers customized investment programs through various account structures and supports a broad network of independent advisors and affiliated broker-dealers.
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
303 S Temple Dr, Ste 300
Diboll, TX 75941
Texas
Sanctuary Advisors, llc
2022 - Present (4 years)
Sanctuary Securities, Inc.
2022 - Present (4 years)
Bank Of America, Na
2009 - 2022 (13 years)
Merrill
1991 - 2022 (31 years)
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Lawyer
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Real estate agent
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