Irshad BannisterCRD Number: 5486067
Current Firm: Transamerica Financial Advisors, Inc.
Irshad Bannister (CRD# 5486067) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temperance, MI and has over 7 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Fellowship Of Christian Athletes||Toledo, OH||Oct 2015 - Current||1|
|Washington Local Schools||Toledo, OH||Dec 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Temperance, MI||Jan 2012 - Current||4|
|Debtmerica, LLC||Toledo, OH||Feb 2011 - Current||5|
|Ohio High School Athletic Association||Columbus, OH||Nov 2010 - Current||6|
|Wfg||Temperance, MI||Jan 2008 - Current||8|
|Debt Tech Financial Solutions||Sylvania, OH||Nov 2013 - May 2016||2|
|T.a. Moore & Company||Maumee, OH||Mar 2010 - Nov 2014||4|
|Toledo Public School||Toledo, OH||Sep 2008 - Jun 2012||3|
|Investment Advisors International, Inc.||Maumee, OH||Sep 2010 - Jan 2012||1|
|Wgs||Maumee, OH||Jan 2008 - Jan 2012||4|
|Old Castle Glass||Perrysburg, OH||May 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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