Adam BanksCRD Number: 6912240
Current Firm: Fifth Third Securities, Inc.
Adam Banks (CRD# 6912240) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Valrico, FL and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Truist Advisory Services, Inc.
Amuni Financial, Inc.
|Fifth Third Bank||Sarasota, FL||May 2019 - Current||3|
|Fifth Third Securities||Sarasota, FL||May 2019 - Current||3|
|Wells Fargo Clearing Services, LLC||Sarasota, FL||Feb 2018 - May 2019||1|
|Wells Fargo Bank, Na||Sarasota, FL||Oct 2012 - May 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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