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WILBANKS SECURITIES ADVISORY
OKLAHOMA CITY, OK
405-842-0202
SEC #801-63318Total AUM
$137M
Employees
48Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4334 NW EXPRESSWAY
SUITE 222
OKLAHOMA CITY
OK 73116
United States
SUITE 222
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
405-842-0202
Financials
Total AUM
$137M
Accounts
750Discretionary
$107M
Accounts
738Non-Discretionary
$30M
Accounts
12
Clients
None reported
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDEFLGAHIILINKSLAMDMONCNHNJNMNVNYOKORPASCTNTXUTVAVTWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.