Bna Wealth
Bna Wealth (CRD# 39326) is a financial advisory firm headquartered in Rock Hill, SC. They manage $380,484,711 in 424 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management380MILLION
-
Total Number of Accounts424ACCOUNTS
-
Average Account Value$897,370
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, SC
Adam Ackerman (CRD# 6447420) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 9 years of experience in the finance industry.
Bernard Ackerman (CRD# 3103002) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has over 24 years of experience in the finance industry.
Gavin Gochnour (CRD# 7386485) is an Investment Advisor Representative working at Bna Wealth in Rock Hill, SC and has 1 year of experience in the finance industry.