Advisors at this firm
Gregory P
Series 63, Series 65
San Francisco, CA
Sentry Advisors, LLC
Gregory Powell is a financial advisor at Sentry Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sentry Advisors since 2015. In addition to his advisory role, he serves as a principal in a life and health insurance business. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across various asset classes.
Alexander F
CFP®, Series 63, Series 65
San Francisco, CA
Sentry Advisors, LLC
Alexander Flagg is a CFP® with 33 years of experience in the financial industry. He has been with Sentry Advisors, LLC since 2015 and holds Series 63 and Series 65 licenses. He also serves as a principal in a life and health insurance business. Sentry Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment approach using fundamental, technical, and model-based methods, managing approximately $2.47 billion in client assets as of the end of 2024.
Elizabeth L
Series 63, Series 66
San Francisco, CA
Sentry Advisors, LLC
Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sentry Advisors since 2015, including a period at SF Sentry Securities, Inc. from 2015 to 2021. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing both discretionary and non-discretionary portfolios across a range of asset classes.
Susanna H
Series 66
San Francisco, CA
Sentry Advisors, LLC
Susanna Han is a financial advisor at Sentry Advisors, LLC with 17 years of industry experience. She has held her Series 66 designation and has been with Sentry Advisors since 2015. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process that integrates fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across a range of investment types.