Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Wilbanks is an active investment advisor representative, registered with Nations Financial Group, Inc. in Colorado and Texas. Robert has been in the securities industry since March 17, 1998, working for multiple firms including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Robert holds the Series 63, Series 7 and Series 24 licenses. In addition, Robert holds Series SIE license. Robert's firm has a total of $3,398,671,718 in regulatory assets under management, with $2,372,872,498 of it being discretionary. Robert provides advisory services for individuals, businesses, corporations, charitable organizations and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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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2
CO
02/22/2023 - Present
Nations Financial Group, Inc. (LITTLETON CO)
CO
11/15/2013 - 07/17/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LITTLETON CO)
CO
01/01/2008 - 11/15/2013
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
03/18/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENVER CO)
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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