William Banker, financial advisor West Lafayette IN
88 score

William Banker

CRD Number: 6394599
Current Firm: Banker Investment Group

William Banker (CRD# 6394599) is an Investment Advisor Representative working at Banker Investment Group in West Lafayette, IN and has over 3 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Banker Investment Group West Lafayette, IN Sep 2014 - Current 3
Banker Investment Group West Lafayette, IN May 2014 - Sep 2014 < 1
Full-time Education West Lafayette, IN Aug 2004 - May 2014 9
Blair Animal Clinic West Lafayette, IN May 2012 - Aug 2012 < 1
Blair Animal Clinic West Lafayette, IN May 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for William B. Banker
Phone Number: 765-497-0197
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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


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Clean Record
This advisor has a clean track record with regulators.

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