Wilbanks Securities Advisory

Wilbanks Securities Advisory (CRD# 118304) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $121,000,000 in 810 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
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 46 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 22 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 30 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 24 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
Colorado Springs, CO
96
Wealthminder
score

Louis Jimenez (CRD# 2075370) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Colorado Springs, CO and has over 17 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 21 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
Latoya K. Parker
CRD#: 5232539
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
96
Wealthminder
score

Latoya Parker (CRD# 5232539) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 9 years of experience in the finance industry. Latoya Parker 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.

7
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 28 years of experience in the finance industry.

8
Gregory B. Ashton
CRD#: 4485313
4334 Nw Expressway, Suite 222, Oklahoma City, OK 73116
93
Wealthminder
score

Gregory Ashton (CRD# 4485313) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 14 years of experience in the finance industry.

9
William H. Baker
CRD#: 2265537
600 Galleria Pkwy, Suite 1900, Atlanta, GA 30339
93
Wealthminder
score

William Baker (CRD# 2265537) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Atlanta, GA and has over 24 years of experience in the finance industry.

10
Jeremy D. Baldwin
CRD#: 5743175
3917 E Memorial Road, Ste. A, Edmond, OK 73013
93
Wealthminder
score

Jeremy Baldwin (CRD# 5743175) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Edmond, OK and has over 6 years of experience in the finance industry.

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