Unclaimed Profile

Charles David Cleland

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi

SIE, Series 7, Series 66Clean record20 years registeredBANKPLUS 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 · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANKPLUS WEALTH MANAGEMENT, LLC

BANKPLUS WEALTH ADVISORS

Oct 2020 – Apr 2021

JACKSON, MS

LPL FINANCIAL LLC

May 2007 – Sep 2020

JACKSON, MS

PFIC ADVISORS, INC.

Apr 2006 – Apr 2007

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 14, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANKPLUS WEALTH MANAGEMENT, LLC

CRD 152588 · SEC 801-121567

AUM

$151M

Regulatory assets under management

Employees

570 client accounts

Services offered by BANKPLUS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Charles David Cleland offer?

Charles David Cleland specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with BANKPLUS WEALTH MANAGEMENT, LLC.

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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