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Elizabeth Whitaker Namanny

TRUSTMARK INVESTMENT ADVISORS, INC.·RIDGELAND, Mississippi
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1029 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157CRD# 6627711Firm CRD# 118826
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About

Elizabeth Whitaker Namanny is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with TRUSTMARK INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Wealth Management
Fee-Only Advisory
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
TRUSTMARK INVESTMENT ADVISORS, INC.
TRUSTMARK INVESTMENT ADVISORS, INC.
AUM
$2.6B
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6627711
Firm CRD# 118826
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elizabeth Whitaker Namanny offer?
Elizabeth Whitaker Namanny specializes in Financial Planning, Wealth Management, Fee-Only Advisory. Contact their office in RIDGELAND, Mississippi for a consultation.
What are Elizabeth Whitaker Namanny's credentials?
Elizabeth Whitaker Namanny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Whitaker Namanny located?
Elizabeth Whitaker Namanny is based in RIDGELAND, Mississippi, working with TRUSTMARK INVESTMENT ADVISORS, INC.. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.
How does Elizabeth Whitaker Namanny charge for services?
Elizabeth Whitaker Namanny'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 TRUSTMARK INVESTMENT ADVISORS, INC.?
TRUSTMARK INVESTMENT ADVISORS, INC. has approximately 11 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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