Fee Based Business

Registered Investment Advisory

Wilbanks Securities Advisory is the Registered Investment Advisory firm for representatives of the broker-dealer, Wilbanks Securities, Inc. Through Wilbanks Securities Advisory, representatives have the option of forming their own RIA to receive up to 95% of investment advisory fees. Currently, there are no administrative basis point charges on direct Wilbanks Securities fee-based accounts at the 90% pay-out option.

Wilbanks Securities Advisory Fee Based Programs

RBC Dain Rauscher has excellent platforms for fee-based businesses where you can custom design and print client performance reports at no charge. This firm has financial planning packages that allow you to download client data and update financial plans. RBC Dain Rauscher has a myriad of other technologies available as well. For details concerning RBC Dain's capabilities, click on the link below:

RBC Dain Rauscher Clearing Page
Please call the number below for more details.

We have great flexibility in our investment advisory platforms at Wilbanks Securities Advisory. Representatives may choose between RBC Dain Rauscher or TD AMERITRADE. Additionally Wilbanks Securities Advisory offers a tremendous array of choices for representatives operationally for fee based business. As a firm, we are committed to fee based platforms and advisory services.

Wilbanks Securities Advisory has a variety of third-party money management programs available, utilizing no-load and load-waived mutual funds and/or individual equity accounts, all with competitive fees and pay-outs. You can access information on the available programs through the following links: For Information about RBC Dain Rauscher's fee-based programs please click on the following links:

RBC Dain Fee Based Programs Through Wilbanks Securities
www.RBCDainCS.com

Money Management through TD AMERITRADE:

TD AMERITRADE
Envestnet PMC

Additionally, Wilbanks Securities Advisory has direct agreements with:

Advest Trust
Asset Mark
Brinker Capital
BTS Asset Management
Clark Capital Management Group
Clarke Lanzen Skalla
Curian Capital
Kelmoore Investment Co
Page One Financial
Portfolio Strategies
Saratoga Capital
SEI

Please call toll free at 1-888-842-0202 to request information
about our companies and programs.

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WSA Recruiting Kit

Contact Wilbanks Securities

For more information
call us toll-free at:
1-888-842-0202

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