Joseph SundayCRD Number: 5513706
Current Firm: Wilbanks Securities Advisory
Joseph Sunday (CRD# 5513706) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Bainbridge, GA and has over 9 years of experience in the finance industry.
Waddell & Reed
Waddell & Reed
Waddell & Reed
|Tim Smiith & Associates||Bainbridge, GA||Aug 2011 - Current||6|
|Wilbanks Securities, Inc.||Oklahoma City, OK||Aug 2011 - Current||6|
|Wilbanks Securities Advisory||Oklahoma City, OK||Aug 2011 - Current||6|
|Suntrust Bank||Tallahasse, FL||Feb 2010 - Jul 2011||1|
|Axa Advisors, LLC||New York, NY||Mar 2009 - Feb 2010||< 1|
|Tim Smith & Associates||Bainbridge, GA||Dec 2008 - Mar 2009||< 1|
|Tim Smith & Associates||Bainbridge, GA||Oct 2006 - Mar 2009||2|
|Woodbury Financial Serv||Bainbridge, GA||Apr 2008 - Dec 2008||< 1|
|Florida State Univ||Tallahassee, FL||Aug 2003 - Sep 2006||3|
|Office Attorney General||Tallahassee, FL||Apr 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management121MILLIONS
Total Number of Accounts810ACCOUNTS
Average Account Value$149,383
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV
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