Unclaimed Profile

Lawrence Albert Bernert

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia

Series 7, Series 63, Series 65Clean record27 years registeredWILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 2386213Firm CRD# 106060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Albert Bernert · NORFOLK, VA

Registration

CRD #2386213 · WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

May 2024 – present

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Dec 1998 – May 2024

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 14, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

CRD 106060 · SEC 801-37972

AUM

$191M

Regulatory assets under management

Employees

4 client accounts

Services offered by WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Albert Bernert offer?

Lawrence Albert Bernert specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.

What are Lawrence Albert Bernert's credentials?

Lawrence Albert Bernert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Albert Bernert located?

Lawrence Albert Bernert is based in NORFOLK, Virginia, working with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Lawrence Albert Bernert charge for services?

Lawrence Albert Bernert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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