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Randall Lee Wilbanks

AARON WILBANKS & ASSOCIATES, INC.·OKLAHOMA CITY, Oklahoma
AARON WILBANKS & ASSOCIATES, INC.
4334 NW EXPRESSWAY, OKLAHOMA CITY, OK 73116CRD# 2675482Firm CRD# 118304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randall Lee Wilbanks · OKLAHOMA CITY, OK
Registration
CRD #2675482 · AARON WILBANKS & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Randall Lee Wilbanks is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with AARON WILBANKS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
AARON WILBANKS & ASSOCIATES, INC.
WILBANKS SECURITIES ADVISORY
AUM
$137M
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at AARON WILBANKS & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2675482
Firm CRD# 118304
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randall Lee Wilbanks offer?
Randall Lee Wilbanks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Randall Lee Wilbanks's credentials?
Randall Lee Wilbanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall Lee Wilbanks located?
Randall Lee Wilbanks is based in OKLAHOMA CITY, Oklahoma, working with AARON WILBANKS & ASSOCIATES, INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Randall Lee Wilbanks charge for services?
Randall Lee Wilbanks's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AARON WILBANKS & ASSOCIATES, INC.?
AARON WILBANKS & ASSOCIATES, INC. has approximately 48 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AARON WILBANKS & ASSOCIATES, INC.

Aaron Bronelle Wilbanks
OKLAHOMA CITY, OK

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Research
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