Gregory
Banner
Axxcess Wealth Management, LLC
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About this Advisor
Gregory Banner is a certified financial planner operating out of Carlsbad, California with a total of 1 year of relevant experience. Banner is an employee of Axxcess Wealth Management, LLC. Over the course of their career, Banner has held roles at Asset Preservation Strategies, Securities America, Inc, Securities America Advisors, Business And Family Transitions, LLC, Axxcess Wealth Management, LLC and Arete Wealth Management LLC. Banner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Axxcess Wealth Management, LLC is an advisory firm operating out of Carlsbad, CA. The investment advisory business has offices in 23 locations and a total of 78 people on staff. It oversees $3 billion in assets between its 9,690 accounts, making it one of the largest firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 9,690 customer accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets. Axxcess Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. Fee types charged by Axxcess Wealth Management, LLC may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Gregory Banner Work History
Gregory has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Arete Wealth Management LLC
Business And Family Transitions, LLC
Securities America Advisors
Securities America, Inc
Asset Preservation Strategies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Banner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Charleston, WV
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Lantana, TX
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.