Jacquelyn Girling (CRD# 7343512) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has 1 year of experience in the finance industry. Jacquelyn Girling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bannerman Wealth | Houston, TX | Sep 2019 - Current | 4 |
| Westwood Wealth Management | Houston, TX | Mar 2017 - Sep 2019 | 2 |
| Texas A&m University | College Station, TX | Jan 2014 - Dec 2016 | 2 |
| Hfg Wealth Management | The Woodlands, TX | Jun 2016 - Jul 2016 | < 1 |
| Aggieland Prospective Student Center | College Station, TX | Jan 2015 - May 2015 | < 1 |
| Lone Star College-kingwood | Kingwood, TX | Feb 2011 - Jan 2015 | 3 |
- TX
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Total Assets Under Management111MILLIONS
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Total Number of Accounts584ACCOUNTS
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Average Account Value$189,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IA, IL, MA, MI, MO, NC, NH, NY, OH, PA, TX, WA, WI
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