Joshua Bannerman

from Bannerman Wealth
SEC regulated
Regulated Investment Advisor
Joshua Bannerman is a financial advisor based in Texas, Lewisville, with 25 years of experience. Joshua currently works for Bannerman Wealth. Joshua maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Bannerman works at Bannerman Wealth
Bannerman Wealth is a financial advisory firm based in Lewisville, Texas. It currently has approximately $100,244,481 of assets under management and employs about 5 people. Bannerman Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2560 King Arthur Blvd, Suite 124-46, Lewisville, Texas, 75056

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