WF
Wayne Freeman Wilbanks
CRD 1039562
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Clearstead Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Clearstead Advisors, Llc
Senior Managing Director · Less than 5% · Aug 2024
-
Wilbanks, Smith & Thomas Asset Management, Llc
President/Managing Principal/Cio/Treasurer · Less than 5% · May 2024
-
Wilbanks, Smith & Thomas Asset Management, Llc
Member · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗