Bannerman Wealth
Bannerman Wealth (CRD# 284677) is a financial advisory firm headquartered in Lewisville, TX. They manage $110,829,105 in 584 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management111MILLION
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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
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.
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.
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.