Michael Banks (CRD# 6927524) is an Investment Advisor Representative working at Usi Advisors in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Securities | Glastonbury, CT | Feb 2020 - Current | 4 |
| Usi Advisors | Glastobury, CT | Feb 2020 - Current | 4 |
| Usi Consulting Group | Glastonbury, CT | Jan 2020 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville, TN | Mar 2018 - Jan 2020 | 1 |
| Bank Of America | Knoxville, TN | Feb 2017 - Mar 2018 | 1 |
| First Tennessee Bank | Knoxville, TN | Feb 2016 - Feb 2017 | 1 |
| Jcpenney | Knoxville, TN | May 2016 - Dec 2016 | < 1 |
| Unemployed | Knoxville, TN | Sep 2015 - Jan 2016 | < 1 |
| Auburn University Men's Basketball | Auburn, AL | Aug 2013 - Aug 2015 | 2 |
| Auburn University | Auburn, AL | Aug 2010 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- GA
-
Total Assets Under Management41,618MILLIONS
-
Total Number of Accounts1,348ACCOUNTS
-
Average Account Value$30,873,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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