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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 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 has a myriad of other technologies available as well. For details concerning RBC's capabilities, click on the link below:

RBC 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 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's fee-based programs please click on the following links:

RBC Fee Based Programs Through Wilbanks Securities
RBC Correspondent Services

TD AMERITRADE
Envestnet PMC

Brinker Capital
BTS Asset Management
Clark Capital Management Group
Clarke Lanzen Skalla
Curian Capital
Dunham & Associates
Frontier Trust
Genworth Financial
Page One Financial
Portfolio Strategies
Saratoga Capital
SEI

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WSA Recruiting Kit

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