Be advised. This firm is no longer registered.

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
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
No Advisor Found.
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