Wilbanks, Smith & Thomas Asset Management, LLC
Wilbanks, Smith & Thomas Asset Management, LLC (CRD# 106060) is a financial advisory firm headquartered in Norfolk, VA. They manage $5,504,089,582 in 5,348 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management5,504MILLION
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Total Number of Accounts5,348ACCOUNTS
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Average Account Value$1,029,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
Lawrence Bernert (CRD# 2386213) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 30 years of experience in the finance industry.
Stephen Bowery (CRD# 1893325) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 28 years of experience in the finance industry.
Paul Ferwerda (CRD# 1699772) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Manakin-Sabot, VA and has over 36 years of experience in the finance industry.
Wayne House (CRD# 5948921) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Raleigh, NC and has over 12 years of experience in the finance industry.
Scott McCluney (CRD# 2589658) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 17 years of experience in the finance industry.
Thomas McNally (CRD# 4900146) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 19 years of experience in the finance industry.
Daniel Powell (CRD# 4792430) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 19 years of experience in the finance industry.
Elizabeth Sauer (CRD# 3094736) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Richmond, VA and has over 23 years of experience in the finance industry.
Roger Scheffel (CRD# 4298675) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 23 years of experience in the finance industry.
Brianna Shughrou (CRD# 3080699) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 16 years of experience in the finance industry.