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Victor Anthony Banks

Integrity Advisory Solutions

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About Victor Anthony Banks

Victor Banks is an Investment Advisor Representative with Integrity Advisory Solutions. Victor has been in the financial industry since 2000. Victor specializes in financial planning, portfolio management for individuals and selection of other advisors. Victor is also an insurance agent with The Alliance and the owner of CAB Financial, LLC.

Firm Information

Victor Banks is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Banks’s Registration & Firm History

TX

08/17/2023 - Present

Integrity Advisory Solutions (DALLAS TX)

GA

01/07/2022 - 07/27/2023

CAPITAL INVESTMENT GROUP, INC. (Marietta GA)

OH

03/17/2015 - 07/23/2021

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

GA

10/21/2014 - 03/12/2015

CAPITAL INVESTMENT GROUP, INC. (ATLANTA GA)

GA

03/06/2013 - 10/20/2014

FIRST AMERICAN SECURITIES, INC. (ATLANTA GA)

GA

08/02/2011 - 02/07/2013

VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)

GA

06/01/2009 - 11/05/2010

SAMMONS SECURITIES COMPANY, LLC (ATLANTA GA)

GA

07/08/2005 - 05/13/2009

EQUITY SERVICES, INC. (MARIETTA GA)

KS

05/10/2000 - 05/13/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 10/08/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Anthony Banks.
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