Gloria Ann Bohannon
Investment adviser representative at Mercantile Investment Advisors
14 yearsExperience
1 stateRegistered in
$146MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Mercantile Investment AdvisorsSep 2017 to now
- Mercantile Advisors I, LLCJul 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mercantile Investment Advisors
Legal name: Mercantile Advisors I, LLC
$146MAssets managed
71Clients
2Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1938011
- Firm CRD
- 165094