Wilbanks Securities Advisory

Wilbanks Securities Advisory (CRD# 118304) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $137,000,000 in 750 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $182,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV

Financial Advisors at Wilbanks Securities Advisory
Showing 1 - 10 of 27 top financial advisors.
1
Michael C. Valdez
CRD#: 1228543
Tampa, FL
101
Wealthminder
score

Michael Valdez (CRD# 1228543) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tampa, FL and has over 23 years of experience in the finance industry. Michael Valdez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott W. Blackwell
CRD#: 1501580
8835 S. Memorial Drive, Tulsa, OK 74133
96
Wealthminder
score

Scott Blackwell (CRD# 1501580) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tulsa, OK and has over 31 years of experience in the finance industry. Scott Blackwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Keith L. Haskell
CRD#: 2009456
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
96
Wealthminder
score

Keith Haskell (CRD# 2009456) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 25 years of experience in the finance industry. Keith Haskell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Louis M. Jimenez
CRD#: 2075370
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
96
Wealthminder
score

Louis Jimenez (CRD# 2075370) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 18 years of experience in the finance industry. Louis Jimenez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charles H. Maher
CRD#: 1436424
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
96
Wealthminder
score

Charles Maher (CRD# 1436424) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 22 years of experience in the finance industry. Charles Maher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Larry W. Addams
CRD#: 1892704
Lees Summit, MO
93
Wealthminder
score

Larry Addams (CRD# 1892704) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Lees Summit, MO and has over 29 years of experience in the finance industry.

7
Aaron P. Budd
CRD#: 6122734
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
93
Wealthminder
score

Aaron Budd (CRD# 6122734) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 5 years of experience in the finance industry.

8
Robert L. Burton
CRD#: 3007690
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
93
Wealthminder
score

Robert Burton (CRD# 3007690) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 19 years of experience in the finance industry.

9
Wayne E. Calhoun
CRD#: 2243252
1007 Se 14th St., Bentonville, AR 72712
93
Wealthminder
score

Wayne Calhoun (CRD# 2243252) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Bentonville, AR and has over 25 years of experience in the finance industry.

10
David S. Doty
CRD#: 4517244
1110 N. Mississippi Ave, Ada, OK 74820
93
Wealthminder
score

David Doty (CRD# 4517244) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Ada, OK and has over 15 years of experience in the finance industry.

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