Unclaimed Profile

John Allen Vann

VANN EQUITY MANAGEMENT LLC·PLANO, Texas

Series 1, Series 4, Series 12, Series 40, Series 63, Series 6529 years registeredVANN EQUITY MANAGEMENT LLC

4975 PRESTON PARK BLVD #490, PLANO, TX 75093CRD# 453172Firm CRD# 174239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Allen Vann · PLANO, TX

Registration

CRD #453172 · VANN EQUITY MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

VANN EQUITY MANAGEMENT LLC

Dec 2019 – present

PER STIRLING CAPITAL MANAGEMENT, LLC

Sep 2018 – Dec 2019

Plano, TX

LEVEL FOUR ADVISORY SERVICES

Nov 2015 – Sep 2018

Plano, TX

LIVE OAK WEALTH ADVISORY GROUP, LLC

Oct 2015 – Dec 2015

Carrollton, TX

BANYAN PARTNERS, LLC

Oct 2013 – Nov 2014

PALM BEACH GARDENS, FL

RUSHMORE INVESTMENT ADVISORS INC

Aug 1996 – Dec 2013

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 1

Series 4

Series 12

Series 40

Series 63

Series 65

Registration record

First registered · August 16, 1996

Years registered · 29

Disclosure History

2019Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VANN EQUITY MANAGEMENT LLC

CRD 174239 · SEC 801-80766

AUM

$701M

Regulatory assets under management

Employees

108 client accounts

Services offered by VANN EQUITY MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANN EQUITY MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Allen Vann offer?

John Allen Vann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are John Allen Vann's credentials?

John Allen Vann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Allen Vann located?

John Allen Vann is based in PLANO, Texas, working with VANN EQUITY MANAGEMENT LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does John Allen Vann charge for services?

John Allen Vann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANN EQUITY MANAGEMENT LLC?

VANN EQUITY MANAGEMENT LLC has approximately 6 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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