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WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
NORFOLK, Virginia
·
11 registered advisors
·
CRD# 106060
SEC# 801-37972
0
757-623-3676
01
Firm Overview
AUM
$191M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
11 registered advisors
Ashlin Thomas Wilbanks
NORFOLK, Virginia
CRD# 6179276
Carolyn Styron Thomas
NORFOLK, Virginia
CRD# 4520110
David James Kyle Elliott
NORFOLK, Virginia
CRD# 2488959
Lawrence Albert Bernert
NORFOLK, Virginia
CRD# 2386213
Mark Randall Warden
NORFOLK, Virginia
CRD# 2787768
Roger Herman Scheffel
NORFOLK, Virginia
CRD# 4298675
Sarah Elizabeth Larkin
NORFOLK, Virginia
CRD# 6329983
Stephen James Bowery
NORFOLK, Virginia
CRD# 1893325
Theodore Carlyle Turnage
NORFOLK, Virginia
CRD# 2457876
Theresa Ann Garber
NORFOLK, Virginia
CRD# 5636592
Vanessa Mercurio Gildea
NORFOLK, Virginia
CRD# 7308940
05
Office Locations
NORFOLK, Virginia
11 advisors
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Data sourced from SEC Form ADV filings. WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC (CRD# 106060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.