LPL Financial
45yrs
Top advisor by experience in Wichita Falls
37yrs
Gloria Ann Bohannon
Financial advisor at Mercantile Investment Advisors
At a glance
Experience37 years (since 1989)
How that compares ?Top 5% by experience in Wichita Falls
Office2700 C Midwestern Parkway, Wichita Falls, TX 76308
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Mercantile Investment Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowMercantile Investment AdvisorsCurrent firm
- 2003 – 2006Herbert R Smith IncorporatedPreviously
Questions to ask Gloria
Tailored to Gloria’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gloria
How do I contact Gloria?
Call Mercantile Investment Advisors at 940-723-5565 and ask for Gloria Ann Bohannon. Gloria works from the Wichita Falls, TX office.
How long has Gloria been a financial advisor?
Gloria has been in the industry since 1989, about 37 years. Top 5% by experience in Wichita Falls.
What licenses does Gloria hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gloria a fiduciary?
Gloria is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gloria paid?
Mercantile Investment Advisors reports being paid by a percentage of the assets they manage. Ask Gloria for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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