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).

By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $6,855,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Vann Equity Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Keith D. Powell
CRD#: 2143046
4975 Preston Park Blvd #490, Plano, TX 75093

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.

2
John A. Vann
CRD#: 453172
4975 Preston Park Blvd Suite 490, Plano, TX 75093

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.

3
Cynthia L. McKinney
CRD#: 7551002
4975 Preston Park Blvd #490, Plano, TX 75093

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.

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