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William Gilbert Banker

BANKER INVESTMENT GROUP INC·WEST LAFAYETTE, Indiana
Clean recordBANKER INVESTMENT GROUP INC
1241 CUMBERLAND AVENUE, WEST LAFAYETTE, IN 47906CRD# 1447515Firm CRD# 109650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Gilbert Banker · WEST LAFAYETTE, IN
Registration
CRD #1447515 · BANKER INVESTMENT GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Gilbert Banker is a registered financial advisor based in WEST LAFAYETTE, Indiana, affiliated with BANKER INVESTMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BANKER INVESTMENT GROUP INC
BANKER INVESTMENT GROUP
AUM
$258M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BANKER INVESTMENT GROUP INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1447515
Firm CRD# 109650
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Gilbert Banker offer?
William Gilbert Banker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST LAFAYETTE, Indiana for a consultation.
What are William Gilbert Banker's credentials?
William Gilbert Banker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gilbert Banker located?
William Gilbert Banker is based in WEST LAFAYETTE, Indiana, working with BANKER INVESTMENT GROUP INC. Their office serves clients in the WEST LAFAYETTE metropolitan area and surrounding communities.
How does William Gilbert Banker charge for services?
William Gilbert Banker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANKER INVESTMENT GROUP INC?
BANKER INVESTMENT GROUP INC has approximately 4 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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