Gregory
Banner

Axxcess Wealth Management, LLC

CRD#1729388
Investment Advisor
in San Diego, CA
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About this Advisor

Gregory Banner is a certified financial planner located in San Diego, California. Currently an advisor at Axxcess Wealth Management, LLC, Banner has a notable 25 years of professional experience. Banner has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Banner is able to serve clients in California, Texas, Colorado, Florida and Oregon. Throughout their career, they have worked at Securities America Advisors, Asset Preservation Strategies, Securities America, Inc, Business And Family Transitions, LLC, Arete Wealth Management LLC and Axxcess Wealth. Axxcess Wealth Management, LLC is headquartered in San Diego, California, and has four other brick-and-mortar locations across the nation. As a company, Axxcess Wealth Management, LLC oversees $516 million in assets throughout 647 client accounts and employs 10 staff members. The level of assets currently under the firm's management places it among the larger firms in the nation. The firm manages 606 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Axxcess Wealth Management, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

3636 Nobel Drive Number 440
San Diego, CA 92122

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$777,740,589

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,754

CA Average: 3,727
Average Account Size

$443,410

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Banner Work History

Gregory has 25 years of experience.

2016 - Present (3 years)

Arete Wealth Management LLC

2016 - Present (3 years)

Axxcess Wealth

2013 - Present (6 years)

Business And Family Transitions, LLC

1993 - Present (26 years)

Asset Preservation Strategies

2012 - 2016 (4 years)

Securities America Advisors

2008 - 2016 (8 years)

Securities America, Inc

Disclosures

Gregory Banner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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