Patti
Daly
Bankplus Wealth Advisors
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About this Advisor
Patti Daly is a financial advisor based in Jackson, Mississippi, working with Bankplus Wealth Advisors. Patti has previously held positions at Bankplus Wealth Advisors and Bankplus. Patti has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Patti is part of Bankplus Wealth Advisors, which operates out of Jackson, Mississippi. The firm has 18 employees and manages assets totaling $150.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Bankplus Wealth Advisors includes asset-based fees.
Certifications and Registrations
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Office Location
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Bankplus Wealth Advisors Brokerage Details
$150,505,704
18
570
$264,045
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Patti Daly Work History
Bankplus Wealth Advisors
Bankplus
Disclosures
Please visit the SEC profile of Patti Daly 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 Bankplus Wealth Advisors
Jackson, MS
New Orleans, LA
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
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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