Patti Daly, financial advisor Jackson MS

Patti Daly

CRD Number: 2899158
Current Firm: Bankplus Wealth Advisors

Patti Daly (CRD# 2899158) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bankplus Wealth Advisors Jackson, MS May 2020 - Current 3
Bankplus Jackson, MS Aug 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Patti F. Daly
Phone Number: 601-607-4290
Firm Website: http://www.bankplus.net
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $264,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, GA, IL, LA, MS, TN, TX

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