Rosaline BanksCRD Number: 5891366
Current Firm: Advised Assets Group, LLC
Rosaline Banks (CRD# 5891366) is an Investment Advisor Representative working at Advised Assets Group, LLC in Millington, TN and has over 7 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Gwfs Equities, Inc.||Nashville, TN||Jun 2017 - Current||< 1|
|Bank Of America Merrill Lynch||Collierville, TN||Apr 2015 - Jun 2017||2|
|Bank Of America, N.a.||Collierville, TN||Apr 2015 - Jun 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Collierville, TN||Apr 2015 - Jun 2017||2|
|Wells Fargo Bank Na||Mephis, TN||Nov 2013 - Apr 2015||1|
|Wells Fargo Advisors, LLC||Memphis, TN||Nov 2013 - Apr 2015||1|
|Wells Fargo||Memphis, TN||Nov 2013 - Apr 2015||1|
|Valic Financial Advisors, Inc.||Brentwood, TN||Sep 2012 - Nov 2013||1|
|Valic||Brentwood, TN||Sep 2012 - Nov 2013||1|
|Merrill Lynch||Germantown, TN||Jan 2011 - Aug 2012||1|
|Bank Of America Na||Germantown, TN||Jan 2011 - Aug 2012||1|
|Bank Of America Merrill Lynch||Germantown, TN||Jan 2011 - Aug 2012||1|
|Daiichi Sankyo Pharmaceutical||Parsippany, NJ||Jun 2007 - Jan 2011||3|
|Daiichi Sankyo||Parsippany, NJ||Jun 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management26,138MILLIONS
Total Number of Accounts34,219ACCOUNTS
Average Account Value$763,851
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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