Bna Wealth

Bna Wealth (CRD# 39326) is a financial advisory firm headquartered in Rock Hill, SC. They manage $291,950,973 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $1,167,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Bna Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Bernard N. Ackerman
CRD#: 3103002
596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730
93
Wealthminder
score

Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 18 years of experience in the finance industry.

2
Adam E. Ackerman
CRD#: 6447420
596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730
89
Wealthminder
score

Adam Ackerman (CRD# 6447420) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.