Wayne WilbanksCRD Number: 1039562
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC
Wayne Wilbanks (CRD# 1039562) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 34 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Wilbanks, Smith & Thomas Asset Management LLC||Norfolk, VA||Nov 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S65||NASAA Investment Advisors Law Examination||Nov 1990|
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