Best Investors Account Sign in
Inactive

Patti Faust Daly

Bankplus Wealth Advisors

Jackson, MS

Claim This Profile
Current Employers
Bankplus Wealth Advisors

1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-18
MS RA APPROVED 2020-07-27
  • TX RA
    APPROVED_RES
    Since 2025-12-18
  • MS RA
    APPROVED
    Since 2020-07-27

Branch Locations

1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankplus Jackson MS 08/2012 Present
Bankplus Wealth Advisors Jackson MS 05/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-27
  • S65 Uniform Investment Adviser Law Examination
    2020-07-27
Other Names
  • Patti Faust
  • Patricia Lynn Faust

View on SEC IAPD

Other Firms

CALTON & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
KELLY CAPITAL GROUP, LLC
RUSSELL WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

Other Investors

JIMMY DWAYNE WHITE
JACK W GRIFFITH
DENNIS M MEEK
JOSEPH MACON
Wendell D Godfrey
STEVEN FRANKLIN SHARP
ETHAN J KELLY
GLOVER ALCORN RUSSELL

Other Offices

CALTON & ASSOCIATES, INC. · JACKSON, MS
CETERA INVESTMENT ADVISERS LLC · BYRAM, MS
CETERA INVESTMENT ADVISERS LLC · RICHLAND, MS
CETERA INVESTMENT ADVISERS LLC · JACKSON, MS
EDWARD JONES · FLORENCE, MS
WELLS FARGO CLEARING SERVICES, LLC · JACKSON, MS
KELLY CAPITAL GROUP, LLC · JACKSON, MS
RUSSELL WEALTH MANAGEMENT, LLC · JACKSON, MS

More in Jackson, MS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor