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Representative Testimonials

The following are testimonials regarding Wilbanks Securities, Inc. and its services from some of our representatives:

   In September of 2005 I began searching for a new Independent Broker Dealer. My search narrowed down to three finalists. After meeting with Aaron Wilbanks I was convinced Wilbanks Securities, Inc. was the best choice for our firm and our Clients by providing excellent products, reports, and cutting edge technology.

   I started moving my clients over to Wilbanks Securities and RBC Dain Rauscher on January 2, 2006 and we completed the transition by March 31st 2006. This was the 3rd time I had changed Broker Dealers and I must admit I was pleasantly surprised by the tremendous support I received from the Wilbanks back office.

   I am extremely pleased with the prompt service, professional and caring attitude put forth by all who are associated with Wilbanks Securities, Inc.

John Stevens
Stevens Economic Planning

   Since coming on board with Wilbanks almost two years ago, the positive changes in my practice are almost too many to number. Wilbanks Securities has allowed me the opportunity to take my financial planning firm to the next level. Their flexible fee-based platform allows me to make the best decisions for my practice. I now have the option to charge a commission or a fee; my choice! I now can implement an AUM fee for clients who need ongoing service for their portfolios. In time, this AUM fee platform will allow me to support my family on a sustainable basis, and give me free time to actually live instead of constantly chasing the next big case.

   More importantly, Aaron Wilbanks has steered me to organizations like the FPA. He has also trained and provided me with what I feel is the best asset allocation software on the market, and it alone has made me elevate my practice from broker to educator. Using Modern Portfolio Theory, as well as this professional allocation software, we have been able to increase our average case size dramatically. We were doing the right things before Wilbanks, but now we’re doing the right things better, and easier.

   On the marketing front their website hosting and full color newsletters are state-of-the-art. I’ve seen none better, or cheaper. In conjunction with our client appreciation events and seminars, they now give us a well orchestrated marketing plan---year round! They have made marketing their new mantra at Wilbanks.

   I demand a lot from a broker dealer, and I am by no means easy to please. But in every category of expectations I had two years ago, Wilbanks Securities has either matched, or surpassed all of them.

Jeff Headrick
Jeff Headrick & Associates