LPL Financial
29yrs
Top 16% for experience in Texas
38yrs
ROY MAXWELL ALVIS, Jr. JR
Financial advisor at Sanctuary Advisors
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% for experience in Texas
Office303 S Temple DR STE 300, Diboll, TX 75941
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Sanctuary Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowSanctuary Advisors, LLCCurrent firm
- 1991 – 2022Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Roy
Tailored to Roy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
About Roy
How do I contact Roy?
Call Sanctuary Advisors at 317-975-7729 and ask for ROY MAXWELL ALVIS, Jr. JR. Roy works from the Diboll, TX office.
How long has Roy been a financial advisor?
Roy has been in the industry since 1989, about 38 years. Top 5% for experience in Texas.
What licenses does Roy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roy a fiduciary?
Roy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roy paid?
Sanctuary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Roy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Sanctuary Advisors
13yrs
More experience than 50% of advisors in Texas
Sanctuary Advisors
13yrs
13 years in the industry