Mercantile Investment Advisors

Mercantile Investment Advisors (CRD# 165094) is a financial advisory firm headquartered in Fort Worth, TX. They manage $124,379,000 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2650 Meacham Boulevard, Fort Worth, TX 76137
http://www.herbsmith.com
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $449,022
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

TX

Financial Advisors at Mercantile Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Gloria Bohannon, financial advisor Wichita Falls TX
Gloria A. Bohannon
CRD#: 1938011
2700 C Midwestern Parkway, Wichita Falls, TX 76308
93
Wealthminder
score

Gloria Bohannon (CRD# 1938011) is an Investment Advisor Representative working at Mercantile Investment Advisors in Wichita Falls, TX and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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