Advisor at Banker Investment Group
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Firm
Banker Investment Group
Location
West Lafayette, IN 47906
Credentials
Series 63, Series 65
Industry experience
14 years
William Banker is a financial advisor at Banker Investment Group in West Lafayette, IN, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Banker Investment Group since 1998. Banker Investment Group provides investment supervisory services and individual portfolio management to individuals, charitable organizations, and small businesses. The firm manages approximately $259.6 million in discretionary client assets and employs a combination of fundamental and technical methods, including options strategies, short sales, and margin transactions tailored to client objectives.
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
1241 Cumberland Avenue, Suite B
West Lafayette, IN 47906
Indiana
Banker Investment Group Inc.
1998 - Present (28 years)
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