Brianna ShughrouCRD Number: 3080699
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC
Brianna Shughrou (CRD# 3080699) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wilbanks, Smith & Thomas Asset Management LLC||Norfolk, VA||Dec 2006 - Current||10|
|American Funds Group||Norfolk, VA||Oct 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management2,484MILLIONS
Total Number of Accounts3,899ACCOUNTS
Average Account Value$637,188
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Market timing services
AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV