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Charles David Cleland

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi
Clean recordBANKPLUS WEALTH MANAGEMENT, LLC
1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 2820495Firm CRD# 152588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles David Cleland · JACKSON, MS
Registration
CRD #2820495 · BANKPLUS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles David Cleland is a registered financial advisor based in JACKSON, Mississippi, affiliated with BANKPLUS WEALTH MANAGEMENT, LLC. 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
BANKPLUS WEALTH MANAGEMENT, LLC
BANKPLUS WEALTH ADVISORS
AUM
$151M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2820495
Firm CRD# 152588
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles David Cleland offer?
Charles David Cleland specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are Charles David Cleland's credentials?
Charles David Cleland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles David Cleland located?
Charles David Cleland is based in JACKSON, Mississippi, working with BANKPLUS WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Charles David Cleland charge for services?
Charles David Cleland'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 BANKPLUS WEALTH MANAGEMENT, LLC?
BANKPLUS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BANKPLUS WEALTH MANAGEMENT, LLC

Christian Owen Carrico
JACKSON, MS
James Sanford Clark
JACKSON, MS
Jeffrey Scott Lohmeier
JACKSON, MS
John William Bertaut
JACKSON, MS
Julia M Ott
JACKSON, MS
Mary Patricia Martin
JACKSON, MS

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Nearby cities in Mississippi
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Research
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