Brianna Shughrou, financial advisor Norfolk VA

Brianna Shughrou

CRD 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 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wilbanks, Smith & Thomas Asset Management LLC Norfolk, VA Dec 2006 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Brianna T. Shughrou
Phone Number: 757-623-3676
Firm Website: http://www.wstcm.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,970
    MILLIONS
  • Total Number of Accounts
    4,804
    ACCOUNTS
  • Average Account Value
    $1,034,639
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, 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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