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Gloria Ann Bohannon

MERCANTILE ADVISORS I, LLC·WICHITA FALLS, Texas
Series 6, Series 63, Series 65Clean record23 years registeredMERCANTILE 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

MERCANTILE INVESTMENT ADVISORS
Sep 2017 – present
HERBERT R SMITH INCORPORATED
Mar 2003 – Apr 2006
WICHITA FALLS, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 20, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERCANTILE ADVISORS I, LLC
CRD 165094 · SEC 801-77019
AUM
$114M
Regulatory assets under management
Employees
3
76 client accounts
Services offered by MERCANTILE ADVISORS I, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MERCANTILE ADVISORS I, LLC →
Introduction

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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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