Jacquelyn
Girling
Bannerman Wealth
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About this Advisor
Jacquelyn Girling is a financial advisor based in The Colony, Texas, working with Bannerman Wealth. Jacquelyn has previously held positions at Lone Star College-Kingwood, Aggieland Prospective Student Center, Hfg Wealth Management, Westwood Wealth Management, Bannerman Wealth, and Texas A&M University. Jacquelyn is registered to provide services in Texas. Currently, Jacquelyn is part of Bannerman Wealth, which operates out of The Colony, Texas. The firm has 4 offices and 4 employees. The firm manages assets totaling $110.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bannerman Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bannerman Wealth Brokerage Details
$110,829,105
4
584
$189,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacquelyn Girling Work History
Bannerman Wealth
Westwood Wealth Management
Hfg Wealth Management
Aggieland Prospective Student Center
Texas A&M University
Lone Star College-Kingwood
Disclosures
Please visit the SEC profile of Jacquelyn Girling 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 Bannerman Wealth
The Colony, TX
The Colony, TX
The Colony, TX
The Colony, TX
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