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AARON WILBANKS & ASSOCIATES, INC.
AARON WILBANKS & ASSOCIATES, INC.
WILBANKS SECURITIES ADVISORY
OKLAHOMA CITY, Oklahoma
·
2 registered advisors
·
CRD# 118304
SEC# 801-63318
405-842-0202
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
48
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AARON WILBANKS & ASSOCIATES, INC.
2 registered advisors
Aaron Bronelle Wilbanks
OKLAHOMA CITY, Oklahoma
CRD# 1983697
Randall Lee Wilbanks
OKLAHOMA CITY, Oklahoma
CRD# 2675482
05
Office Locations
OKLAHOMA CITY, Oklahoma
2 advisors
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Data sourced from SEC Form ADV filings. AARON WILBANKS & ASSOCIATES, INC. (CRD# 118304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.