Albert Donald Erb

CFP

Sanctuary Advisors, LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Sanctuary Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

357 advisors

Number of Clients

17,567 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$27.7B

Fee Structure

Location

701 Green Valley Road, Suite 106, Greensboro, NC, 27408

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sanctuary Advisors, LLC

April 2025 - Present · 10 mos

Previous Registrations

Forvis Mazars Wealth Advisors, LLC

August 2022 - March 2025 · 2 yrs 7 mos

M Holdings Securities, INC.Broker

March 2021 - July 2022 · 1 yr 4 mos

M Holdings Securities, INC.

March 2021 - July 2022 · 1 yr 4 mos

Lincoln Financial Advisors CorporationBroker

June 2020 - January 2021 · 7 mos

Lincoln Financial Distributors, INC.Broker

April 2016 - January 2021 · 4 yrs 9 mos

Lincoln Financial Investment Services CorporationBroker

August 2015 - April 2016 · 8 mos

Lincoln Financial Distributors, INC.Broker

June 2013 - July 2015 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.