Axxcess Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Axxcess Wealth Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Arete Wealth Management LLC
Business And Family Transitions, LLC
Asset Preservation Strategies
Securities America Advisors
Securities America, Inc
Gregory Banner has disclosures.
Please visit their SEC profile for more details.