Patti Faust Daly
Investment adviser representative at Bankplus Wealth Advisors
14 yearsExperience
2 statesRegistered in
$263.8MFirm assets
5 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.
- Bankplus Wealth AdvisorsMay 2020 to now
- BankplusAug 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Bankplus Wealth Advisors
Legal name: Bankplus Wealth Management, LLC
$263.8MAssets managed
645Clients
16Advisers
5 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
- 2899158
- Firm CRD
- 152588