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Gloria Ann Bohannon

MERCANTILE ADVISORS I, LLC·WICHITA FALLS, Texas
Clean recordMERCANTILE ADVISORS I, LLC
901 INDIANA AVE, WICHITA FALLS, TX 76301CRD# 1938011Firm CRD# 165094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gloria Ann Bohannon · WICHITA FALLS, TX
Registration
CRD #1938011 · MERCANTILE ADVISORS I, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gloria Ann Bohannon is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with MERCANTILE ADVISORS I, 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
MERCANTILE ADVISORS I, LLC
MERCANTILE INVESTMENT ADVISORS
AUM
$114M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MERCANTILE ADVISORS I, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1938011
Firm CRD# 165094
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gloria Ann Bohannon offer?
Gloria Ann Bohannon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Gloria Ann Bohannon's credentials?
Gloria Ann Bohannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gloria Ann Bohannon located?
Gloria Ann Bohannon is based in WICHITA FALLS, Texas, working with MERCANTILE ADVISORS I, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Gloria Ann Bohannon charge for services?
Gloria Ann Bohannon'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 MERCANTILE ADVISORS I, LLC?
MERCANTILE ADVISORS I, LLC has approximately 3 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERCANTILE ADVISORS I, LLC

John Jacob Ford
WICHITA FALLS, TX

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Research
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