Vann Equity Management - Customer Onboarding Forms

Bio Datasheet Fillable Download Form

PLease Download our Bio Datasheet Fillable Form.
Click the link to download Bio Datasheet Fillable Download Form and then send it back to us via email @

[email protected]

or upload files to: Vann Equity Upload Forms

Vann-Equity IRA Rollover Form

PLease Download our Vann-Equity IRA Rollover Form.
Click the link to download Vann-Equity IRA Rollover Form. and then send it back to us via email @

[email protected]

or upload files to: Vann-Equity Upload Forms

Vann Equity-IA Discretionary Contract-Arrears

PLease Download our Vann Equity-IA Discretionary Contract-Arrears
Click the link to download VEM Suitability Form Template and then send it back to us via email @

[email protected]

or upload files to: Vann Equity Upload Forms

VEM Suitability Form Template

PLease Download our VEM Suitability Form Template
Click the link to download VEM Suitability Form Template and then send it back to us via email @

[email protected]

or upload files to: Vann Equity Upload Forms

Vann Equity Management

Our Investment Management process believes that a diversified portfolio of companies possessing and maintaining superior financial characteristics, relative to benchmark indices can produce alpha over a complete market cycle, provided that companies are owned while earnings and revenues exceed market expectations..

- VEM Team

An Intentional Firm FOR Exceptional Advisors
Vann Equity Management measures success by quality rather than quantity, which means that we continue to be very selective about advisors who join our team. However, if you are an advisor, planner, or registered representative who shares our commitment to the highest standards, and who is interested in associating with like-minded professionals, we look forward to hearing from you.

- VEM Team

At Vann Equity Management, we support all our employees and advisors through every stage of their career, starting with our seamless on-boarding and transition process, and continuing with exceptional support and the opportunity to participate in the success of the firm. We can even assist with succession plan development and implementation, if you are contemplating your own retirement, or just want a contingency plan in place. Finally, thanks to like-minded colleagues, you and your clients will benefit and be able to draw from a collaborative team.

- VEM Team

Schedule a Consultation Now!

Leran more about us and please Schedule a Consultation Now!

About Us

Our Investment Management process believes that a diversified portfolio of companies possessing and maintaining superior financial characteristics, relative to benchmark indices can produce alpha over a complete market cycle, provided that companies are owned while earnings and revenues exceed market expectations.

Address: 4975 Preston Park BL #490, Plano, TX 75093

Phone: (888) 365-1480 | (214) 983-0346 | Fax (469) 782-9522

Email: [email protected]

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