AdvisorOS Directory
Claim Profile
Unclaimed Profile
JV

John Allen Vann

VANN EQUITY MANAGEMENT LLC·PLANO, Texas
Clean recordVANN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Allen Vann is a registered financial advisor based in PLANO, Texas, affiliated with VANN EQUITY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VANN EQUITY MANAGEMENT LLC
VANN EQUITY MANAGEMENT LLC
AUM
$701M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VANN EQUITY MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 453172
Firm CRD# 174239
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VANN EQUITY MANAGEMENT LLC

Aaron Vann
PLANO, TX
Cynthia Lanese Mckinney
PLANO, TX
Stephen Salewski
PLANO, TX

More Advisors in PLANO, Texas

Brandon Lance Troegle
HILLCREST ASSET MANAGEMENT LLC·PLANO, TX
John Otto Hetzel
NO FATE BWWM, LLC·PLANO, TX
Julia Stuart
RPOA ADVISORS, INC.·PLANO, TX
Taylor Ross Herzog
TYTHON CAPITAL, LLC·PLANO, TX
Amy D Suhr
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC·PLANO, TX
Charles Douglas Dyer
MMWKM ADVISORS, LLC·PLANO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile