Claim Profile
TG

Theresa Ann Garber

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia
Unclaimed Profile
150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 5636592Firm CRD# 106060
01

About

Theresa Ann Garber is a registered financial advisor based in NORFOLK, Virginia, affiliated with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
AUM
$191M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5636592
Firm CRD# 106060
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORFOLK?

Browse all registered financial advisors in NORFOLK, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Theresa Ann Garber offer?
Theresa Ann Garber specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.
What are Theresa Ann Garber's credentials?
Theresa Ann Garber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Ann Garber located?
Theresa Ann Garber 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 Theresa Ann Garber charge for services?
Theresa Ann Garber'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty