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Joshua L

Series 63, Series 65

West Lafayette, IN

Banker Investment Group

Joshua Loggins is a financial advisor with Banker Investment Group in West Lafayette, IN, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining Banker Investment Group in 2016, he worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2007 to 2016. Outside of his advisory role, he owns a baseball instruction business in Lafayette. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm uses a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies tailored to client objectives, and incorporates borrowing, margin, short selling, and option writing in portfolio implementation when suitable.

Options & derivatives strategies Active portfolio management
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William B

Series 63, Series 65

West Lafayette, IN

Banker Investment Group

William Banker is a financial advisor at Banker Investment Group in West Lafayette, IN, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Banker Investment Group since 1998. Banker Investment Group provides investment supervisory services and individual portfolio management to individuals, charitable organizations, and small businesses. The firm manages approximately $259.6 million in discretionary client assets and employs a combination of fundamental and technical methods, including options strategies, short sales, and margin transactions tailored to client objectives.

Options & derivatives strategies Active portfolio management
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Seth P

Series 63, Series 65

West Lafayette, IN

Banker Investment Group

Seth Parker is a financial advisor at Banker Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he assists family and friends with health insurance as an insurance agent. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm employs a combination of fundamental and technical analysis, utilizing strategies such as options, short sales, and margin transactions tailored to client objectives.

Options & derivatives strategies Active portfolio management
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