Unclaimed Profile

Randall Lee Wilbanks

AARON WILBANKS & ASSOCIATES, INC.·OKLAHOMA CITY, Oklahoma

SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 6529 years registeredAARON 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. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AARON WILBANKS & ASSOCIATES, INC.

WILBANKS SECURITIES ADVISORY

Oct 1996 – Mar 2018

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · October 22, 1996

Years registered · 29

Disclosure History

2018Customer Dispute·Pending

2007Regulatory·Final

2006Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AARON WILBANKS & ASSOCIATES, INC.

CRD 118304 · SEC 801-63318

AUM

$137M

Regulatory assets under management

Employees

750 client accounts

Services offered by AARON WILBANKS & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AARON WILBANKS & ASSOCIATES, INC. →

Introduction

Speak with Randall

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Randall is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Randall Lee Wilbanks offer?

Randall Lee Wilbanks specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with AARON WILBANKS & ASSOCIATES, INC..

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →