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Mission Statement | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/who-we-are/mission-statement

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. Our goal is to provide the best quality support and service to meet all of our representatives’ financial services needs and maximize their time spent with clients, enabling these associates to help meet the financial goals of their customers through careful, needs-based planning in a truly objective fashion. Client and advisor centered focus.

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Transition Team | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/information/transition-team

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. Your clients mean everything to you. We understand that your clients and their accounts drive your success. Wilbanks Securities can provide an array of services to help you transition to our broker-dealer and advisory firm to substantially reduce your workload. We can provide the following transition services to representatives:.

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Who We Are | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/who-we-are

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. How are we different? Across the board, we provide more for our representatives than just a high pay-out. We equip them for success. Becoming a Wilbanks Securities representative can make all the difference for you and your practice! We invite you to explore our website and contact our recruiting department at 1-888-842-0202 (option 6). We ar...

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OSJ and Branch Office Manager Opportunities | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/information/osjs

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. OSJ and Branch Office Manager Opportunities. Interested in Becoming an OSJ or Branch Office for Your Area? Consider the Opportunities Available. The requirements to become an OSJ with Wilbanks Securities are as follows:. 1 Clean U-4 without any regulatory compliance problems. 5 Have $50,000 in liquid assets and $100,000 in Net Worth. Other re...

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Asset Management | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/products/asset-mgmt

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. For asset management, we have many fee based programs available through Wilbanks Securities Advisory. Please click here. To access information on our Fee-Based programs. Please call for details or access information in our recruiting kit for Wilbanks Securities Advisory: Recruiting Kit Page. Client and advisor centered focus.

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Independence | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/who-we-are/independence

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. What does independence mean to you? The following is what it means to us. We have no proprietary products. We have no preferred product list. We do not hold any stocks or bonds in inventory. There is no quota for any particular security. Therefore you are free to structure portfolios to the best interest of your clients. RBC CS BPC Statement.

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This We Believe | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/who-we-are/this-we-believe

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. We believe that clients should come first. We believe that we have a duty to listen to the client so that we may properly help take care of their financial needs. We believe in financial planning to provide a roadmap for the client’s financial goals. We believe that if the public at large could manage money properly, we would have never had a...

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Investment Philosophy | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/who-we-are/invst-philosophy

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. Why You Should Consider a Personal Investment Plan? Why plan your investments? And determining the appropriate. The goal of diversification is to reduce risk while increasing the overall return. This is done by investing in different asset classes which do not exhibit similar characteristics. Each Person has their own comfort level, the level...

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Mutual Funds | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/products/mutual-funds

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. Fund families available for business done direct by application through Wilbanks Securities are listed. The universe of mutual funds available in brokerage accounts through our clearing relationships is also listed at the link below. Mutual Funds RBC Dain. Client and advisor centered focus. The tools and resources to excel. Design by BIG THINK.

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Services | Wilbanks SecuritiesWilbanks Securities

http://wsecurities.com/services

For more information, call 1.888.842.0202. OSJ and Branch Office Manager Opportunities. Software & Support. Research & Data. LPs & Futures. Rep Discount DI Program. What is important to you about a broker-dealer? We want to know. Client and advisor centered focus. The tools and resources to excel. RBC CS BPC Statement. SEC Order Handling Disclosure. No portion of this page or any portion of this website may be reprinted or otherwise duplicated without express written permission of Wilbanks Securities, Inc.