Company Information

Get to know Wilbanks Smith & Thomas Asset Management LLC

Founded in 1990, Wilbanks Smith & Thomas Asset Management, LLC is a privately owned, independent investment advisory firm registered with the U.S. Securities and Exchange Commission. The firm is dedicated to providing sound investment counsel and superior client service. They manage customized investment portfolios and offer comprehensive financial planning, trust, and estate services for a diverse client base including high-net-worth individuals, families, endowments, foundations, and corporate retirement plans.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wilbanks Smith & Thomas Asset Management LLC

United States

Founded in

1990 (36 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.