Vann Equity Management LLC
Vann Equity Management LLC (CRD# 174239) is a financial advisory firm headquartered in Plano, TX. They manage $610,156,828 in 89 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management610MILLION
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Total Number of Accounts89ACCOUNTS
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Average Account Value$6,855,695
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
LA, TX
Keith Powell (CRD# 2143046) is an Investment Advisor Representative working at Vann Equity Management LLC in Plano, TX and has over 32 years of experience in the finance industry. Keith Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Vann (CRD# 453172) is an Investment Advisor Representative working at Vann Equity Management LLC in Plano, TX and has over 39 years of experience in the finance industry.
Cynthia McKinney (CRD# 7551002) is an Investment Advisor Representative working at Vann Equity Management LLC in Plano, TX and has 1 year of experience in the finance industry.