William
Banker
Banker Investment Group
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About this Advisor
William Banker is a financial advisor based in West Lafayette, Indiana, working with Banker Investment Group. William has previously held a position at Banker Investment Group Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Indiana. Currently, William is part of Banker Investment Group, which operates out of West Lafayette, Indiana. The firm has 4 employees and manages assets totaling $257.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Banker Investment Group is asset-based.
Certifications and Registrations
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Fee Structure
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Banker Investment Group Brokerage Details
$257,619,503
4
945
$272,613
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Banker Work History
Banker Investment Group Inc
Disclosures
Please visit the SEC profile of William Banker 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 Banker Investment Group
West Lafayette, IN
West Lafayette, IN
West Lafayette, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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