PRESTON F. SANDERS, CHFC, LLC
Legal name: SANDERS & SCOTT, CHFC
CRD #125741 SEC #801-129881 WATKINSVILLE, GA 770-760-8933
SEC Registered
Total AUM
$135.2M
Discretionary
$135.2M
Employees
3
Clients
251
Accounts
789
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Phillips, Julie, Cay | I | ADMINISTRATOR | NA | |
| Phillips, Julie, Cay | I | ADMINISTRATOR | NA | |
| Scott, Robert, Waymon | I | CCO | NA | |
| Scott, Robert, Waymon | I | CCO | NA | |
| Scott, Robert, Waymon | I | CCO | NA | Control |
| SANDERS, PRESTON, FRANKLIN | I | CEO | E | Control |
| SANDERS, PRESTON, FRANKLIN | I | CEO | E | Control |
| SANDERS, PRESTON, FRANKLIN | I | CEO | E | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (6)
AL FL GA LA SC TX
Address
3651 MARS HILL RDSUITE 2800-B
WATKINSVILLE, GA 30677
United States
Phone: 770-760-8933