Joseph Sunday, financial advisor Bainbridge GA
93 score

Joseph Sunday

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tim Smiith & Associates Bainbridge, GA Aug 2011 - Current 5
Wilbanks Securities, Inc. Oklahoma City, OK Aug 2011 - Current 5
Wilbanks Securities Advisory Oklahoma City, OK Aug 2011 - Current 5
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
Contact Info for Joseph A. Sunday
Phone Number: 405-842-0202
Registered State(s):
  • AL
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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