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William Gilbert Banker

Banker Investment Group

West Lafayette, IN

CRD 1447515

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Employer firm

Banker Investment Group CRD 109650

$260M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Banker Investment Group

1241 Cumberland Avenue Suite B, West Lafayette, IN 47906 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2012-02-06
  • IN RA
    APPROVED
    Since 2012-02-06

Branch Locations

1241 Cumberland Avenue Suite B, West Lafayette, IN 47906 • 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
Banker Investment Group Inc. West Lafayette IN 01/1998 Present
  • 01/1998 → Present
    Banker Investment Group Inc.
    West Lafayette, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-03
S63 Uniform Securities Agent State Law Examination 1986-02-21
  • S65 Uniform Investment Adviser Law Examination
    2012-02-03
  • S63 Uniform Securities Agent State Law Examination
    1986-02-21

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

Richard J Bell
ALVIN J RUDDER
TROY KING

Nearby Offices

J.P. MORGAN SECURITIES LLC · WEST LAFAYETTE, IN
STRATEGIC ADVISERS LLC · WEST LAFAYETTE, IN
RAYMOND JAMES & ASSOCIATES, INC. · LAFAYETTE, IN

More in West Lafayette, IN

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