Paul Ferwerda, financial advisor Manakin-Sabot VA

Paul Ferwerda

CRD Number: 1699772
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC

Paul Ferwerda (CRD# 1699772) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Manakin-Sabot, VA and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wilbanks, Smith & Thomas Asset Management, LLC Norfolk, VA Apr 2016 - Current 7
Unemployed Manakin Sabot, VA Oct 2015 - Mar 2016 < 1
Thompson, Siegel & Walmsley LLC Richmond, VA Apr 1987 - Sep 2015 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 1990
Contact Info for Paul A. Ferwerda
Phone Number: 757-623-3676
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,755
    MILLIONS
  • Total Number of Accounts
    5,210
    ACCOUNTS
  • Average Account Value
    $912,579
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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