Gloria Bohannon (CRD# 1938011) is an Investment Advisor Representative working at Mercantile Investment Advisors in Wichita Falls, TX and has over 34 years of experience in the finance industry.
CRD# 2616589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6721259
Dinergy
CRD# 2078763
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercantile Advisors I, LLC | Wichita Falls, TX | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$1,495,454
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
TX
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