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William Gilbert Banker

BANKER INVESTMENT GROUP INC·WEST LAFAYETTE, Indiana
Series 3, Series 7, Series 63, Series 65Clean record14 years registeredBANKER 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

BANKER INVESTMENT GROUP
Feb 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · February 2, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BANKER INVESTMENT GROUP INC
CRD 109650 · SEC 801-79396
AUM
$258M
Regulatory assets under management
Employees
4
945 client accounts
Services offered by BANKER INVESTMENT GROUP INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BANKER INVESTMENT GROUP INC →
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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
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