Carri M Sanford
Investment adviser representative at Luken Investment Analytics, LLC
20 yearsExperience
9 statesRegistered in
$292.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Luken Investment Analytics, LLCFeb 2017 to now
- Wiley Bros.-aintree Capital, LLCOct 2011 to now
- SelfAug 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 9 states (AL, FL, GA, IL, KS, KY, LA, TN, TX).
Luken Investment Analytics, LLC
$292.2MAssets managed
267Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2914126
- Firm CRD
- 169008