John DuyCRD Number: 4589341
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC
John Duy (CRD# 4589341) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 17 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||Jan 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2000|
Total Assets Under Management2,684MILLIONS
Total Number of Accounts3,984ACCOUNTS
Average Account Value$673,693
- 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
AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV