Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Brian Wilbanks is an investment advisor representative with Terra Wealth. Kenneth has been in the financial services industry since 2016 and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Kenneth provides financial planning, portfolio management for businesses, and portfolio management for individuals to clients. Kenneth is also a licensed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
09/17/2024 - Present
Terra Wealth (HIGH POINT NC)
NC
01/04/2021 - 03/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chapel Hill NC)
NC
06/25/2019 - 12/31/2020
PARK AVENUE SECURITIES LLC (RALEIGH NC)
NC
07/12/2018 - 08/17/2018
MML INVESTORS SERVICES, LLC (RALEIGH NC)
MO
03/25/2017 - 09/05/2017
MML INVESTORS SERVICES, LLC (COLUMBIA MO)
MO
11/16/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA MO)
MO
06/28/2016 - 07/29/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (COLUMBIA MO)
IA
Issued 05/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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