TS
Theodore E. Sanders
YOUR RETIREMENT COACH
Marietta, GA 30060
Some features on this profile are disabled
CRD#: 1423225
TS
Professional summary
Theodore Eugene Sanders, CFP®, who also goes by Ted Sanders, is a registered financial advisor currently at YOUR RETIREMENT COACH located in Marietta, Georgia.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Theodore has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Ted Sanders
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INS.- DBA 'PATRIOT FINANCIAL SERVICES, INC.' (0-25% TIME), OFFERS LIFE, HEALTH & FIXED ANNS.. IA- UNDER THE INDEPENDENT RIA 'YEOMANS CONSULTING GROUP, INC.' (0-25% TIME), OFFERS FINANCIAL & ESTATE PLANNING. PRESIDENT- DBA 'PATRIOT FINANCIAL SERVICES, INC.' (10-30% TIME), MANAGE & SUPERVISE ALL ADMIN. FOR FIRM'S ACTIVITIES. INSTRUCTOR- DBA 'YEOMANS CONSULTING GROUP, INC.' (0-25% TIME), TEACHING ADULT EDUC. CLASSES ON TAXES, ESTATE PLANNING & RETIREMENT PLANNING. CFP - DBA 'YEOMANS CONSULTING GROUP, INC.', EMPLOY FIN. PLANNING PROCESS TO ASSIST CLIENTS IN MEETING OBJECTIVES.
2) CERTIFIED FINANCIAL PLANNER TM
POSITION: CERTIFIED FINANCIAL PLANNER TM NATURE: IT IS A PROFESSIONAL DESIGNATION. THE RESPOSIBILITY INVOLVES PROVIDING COMPREHENSIVE ADVICE TO PROSPECTIVE CLIENTS REGARDING ESTATE, TAX, AND INVESTMENT PLANNINGIN ADDITION TO THEIR OTHERCONCERNS. INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 75 START DATE: 09/25/2006
ADDRESS: 540 POWDER SPRINGS STREET, SUITE C-20, MARIETTA GA 30064
DESCRIPTION: SEE ITEM #5
3) PATRIOT FINANCIAL SERVICES, INC.
POSITION: PRESIDENT NATURE: S - CORPORATION INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 8 START DATE: 04/18/2006
ADDRESS: 5031 PINE CREEK CIRCLE, WOODSTOCK GA 30188
DESCRIPTION: PROVIDE A RESOURCE FOR EVALUATION, ANALYSIS, AND ACQUISITIONOF GROUP AND INDIVIDUAL LIFE AND HEALTH INSURANCE PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Eugene Sanders's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
June 25, 2003 - Present
YOUR RETIREMENT COACH
Office #1: 61 Atlanta Street Se, Marietta, GA 30060RIA
CRD#: 125573
Marietta, GA
Past
October 31, 2005 - October 25, 2022
OSAIC SERVICES, INC.
BD
CRD#: 133763
MARIETTA, GA
Past
May 3, 1995 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
May 14, 1992 - May 3, 1995
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
October 30, 1985 - April 3, 1992
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YR
YOUR RETIREMENT COACH
YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.
CRD#: 125573 / SEC#: 801-96287
RIA
Registered Investment Advisory firm - (5/29/2015 Approved)Georgia
Registered Investment Advisory firm - (6/25/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/25/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
YR
YOUR RETIREMENT COACH
YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.
CRD#: 125573 / SEC#: 801-96287
RIA
Registered Investment Advisory firm - (5/29/2015 Approved)Georgia
Registered Investment Advisory firm - (6/25/2015 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
61 Atlanta Street Se, Marietta, GA 30060
Mailing Address
Phone number
(770) 427-5227
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,460 |
| AUM (Assets Under Management) | $ 377,067,797 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
