William Wilbanks, financial advisor Charlotte NC
89 score

William Wilbanks

CRD Number: 6095852
Current Firm: Wells Fargo Advisors, LLC

William Wilbanks (CRD# 6095852) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Charlotte, NC Sep 2013 - Current 3
Northwestern Mutual Charlotte, NC Dec 2012 - Sep 2013 < 1
Sports Business Journal Charlotte, NC Sep 2012 - Dec 2012 < 1
Northwestern Mutual Charlotte, NC Jul 2012 - Sep 2012 < 1
Lsi Medical Charlotte, NC May 2012 - Jul 2012 < 1
Cowfish Sushi Burger Bar Charlotte, NC Jan 2012 - May 2012 < 1
15 North Roadside Kitchen Charlotte, NC Oct 2011 - Jan 2012 < 1
Ballantyne Hotel Charlotte, NC Aug 2011 - Oct 2011 < 1
Dj's Salisbury, NC May 2011 - Aug 2011 < 1
None Powder Springs, GA Aug 2010 - May 2011 < 1
Fastenal Salisbury, NC May 2010 - Aug 2010 < 1
None Powder Springs, GA Aug 2007 - May 2010 2
Georgia State University Atlanta, GA May 2007 - Aug 2007 < 1
None Powder Springs, GA Aug 2006 - May 2007 < 1
Georgia State University Atlanta, GA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for William H. Wilbanks
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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