Registered Investment Advisory

Sunset_Bird_7787875Wilbanks Security Advisory is the Registered Investment Advisory firm for representatives of the broker-dealer, Wilbanks Securities, Inc. Through Wilbanks Securities Advisory, representatives have the option of forming their own RIA to receive up to a 95% of investment advisory fees. Currently, there are no administrative basis point charges on direct Wilbanks Securities fee-based accounts at the 90% pay-out option.

Wilbanks Securities Advisory Fee Based Programs

RBC Correspondent Services has excellent platforms for fee-based businesses where you can custom design and print client performance reports at no charge. This firm has financial planning packages that allow you to download client data and update financial plans. RBC Correspondent Services has a myriad of other technologies available as well. For details concerning RBC Correspondent Services’ capabilities, click on the link below:

RBC Correspondent Services Clearing Page

Please call the number below for more details.

We have great flexibility in our investment advisory platforms at Wilbanks Securities Advisory. Representatives may choose between RBC Correspondent Services or TD AMERITRADE. Additionally Wilbanks Securities Advisory offers a tremendous array of choices for representatives operationally for fee based business. As a firm, we are committed to fee based platforms and advisory services.

Wilbanks Securities Advisory has a variety of third-party money management programs available, utilizing no-load and load-waived mutual funds and/or individual equity accounts, all with competitive fees and pay-outs. You can access information on the available programs through the following links: For Information about RBC Correspondent Services’ fee-based programs please click on the following links:

RBC Correspondent Services Fee Based Programs Through Wilbanks Securities

RBC Correspondent Services

Money Management through TD AMERITRADE:

TD AMERITRADE

Envestnet PMC

Additionally, Wilbanks Securities Advisory has direct agreements with:

Brinker Capital

BTS Asset Management

Clark Capital Management Group

CLS

Dunham & Associates

Frontier Trust

AssetMark

Page One Financial

Portfolio Strategies

Saratoga Capital

SEI

Please call toll free at 1-888-842-0202 (option 6) to request information

about our companies and programs.

 

Become an Associate Today!

 

WSA Recruiting Kit

WSA Firm Brochure

WSA_Wrap_Fee_Brochure

Contact Wilbanks Securities