Adam Banks, financial advisor Valrico FL

Adam Banks

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank Sarasota, FL May 2019 - Current 4
Fifth Third Securities Sarasota, FL May 2019 - Current 4
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
Contact Info for Adam B. Banks
Phone Number: 888-889-1025
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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