Joshua
Bannerman
Bannerman Wealth
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About this Advisor
Joshua Bannerman is a certified financial planner working out of The Colony, Texas with 3 years of industry experience. Bannerman is currently employed by Bannerman Wealth. During their career, Bannerman has held roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Verios Advisory Group, LLC, Bannerman Consulting Group, LLC, Bannerman Insurance Group, LLC and Bannerman Wealth (284677). Bannerman maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Texas. Bannerman Wealth is an advisory company based in The Colony, TX. It has offices in six locations and just five financial advisors. It manages $100 million in assets between its 652 accounts, placing it among the smaller firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 652 accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the type of services provided. However, fees billed by Bannerman Wealth most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bannerman Wealth Brokerage Details
$99,641,369
5
652
$152,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Bannerman Work History
Joshua has been registered as a financial advisor for 3 years.*
Verios Advisory Group, LLC
Bannerman Insurance Group, LLC
Bannerman Wealth (284677)
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Bannerman Consulting Group, LLC
*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 Joshua Bannerman 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
Phoenixville, PA
The Colony, TX
Denver, CO
The Colony, TX
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.
