Bannerman Wealth

Bannerman Wealth (CRD# 284677) is a financial advisory firm headquartered in Lewisville, TX. They manage $100,244,481 in 655 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $153,045
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MA, MI, MO, NC, NH, NY, OH, PA, TX, WA, WI

Financial Advisors at Bannerman Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Joshua K. Bannerman
CRD#: 3263257
2560 King Arthur Blvd, Suite 124-46, Lewisville, TX 75056

Joshua Bannerman (CRD# 3263257) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has over 24 years of experience in the finance industry.

2
Jennifer L. Pritchard
CRD#: 6070060
2560 King Arthur Blvd, Suite 124-46, Lewisville, TX 75056

Jennifer Pritchard (CRD# 6070060) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has 1 year of experience in the finance industry.

3
Jacquelyn N. Girling
CRD#: 7343512
2560 King Arthur Blvd, Suite 124-46, Lewisville, TX 75056

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.

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