Financial ADVSR advisor directory · SEC adviser records
Bankplus Wealth Advisors financial advisors in Mississippi
Every SEC-registered investment adviser representative at a Bankplus Wealth Advisors office in Mississippi, by city and A to Z.
The short answer
12 registered advisors work at Bankplus Wealth Advisors in Mississippi, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Jackson (12). 1 list the CFP designation and 0 are also registered broker representatives.
Bankplus Wealth Advisors advisors by city in Mississippi
Every firm in Mississippi →Bankplus Wealth Advisors advisors in Mississippi, A to Z
Search by name →- Maeve W. BeardJackson
- James S. ClarkJackson · Certified Financial Planner, Chartered Financial Analyst
- Patti F. DalyJackson
- Tony D. EdwardsJackson · Personal Financial Specialist, Chartered Financial Analyst
- Matthew R. HerringtonJackson
- Andrew T. HoenigesJackson · Chartered Financial Analyst
- Zachary K. IsraelJackson
- Matthew L. LarochelleJackson
- Nathan H. LucasJackson
- Julia M. OttJackson
- Spencer N. PipitoneJackson · Chartered Financial Analyst
- Frank R. Smith IIIJackson
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Questions
How many Bankplus Wealth Advisors financial advisors are in Mississippi?
12 investment adviser representatives are registered at Bankplus Wealth Advisors offices in Mississippi, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Mississippi does Bankplus Wealth Advisors have the most advisors?
Jackson, with 12. Bankplus Wealth Advisors has advisors in 1 city in Mississippi.
How do I check a Bankplus Wealth Advisors advisor in Mississippi?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bankplus Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.