Securities offered and supervised through Wilbanks Securities, Inc., Member FINRA/SIPC. | 4334 N.W. Expressway, Suite 222, Oklahoma City, OK 73116. 1.888.842.0202.
Financial Planning and Investment Advisory Services through Wilbanks Securities Advisory an SEC Registered Investment Advisor.
Wilbanks Securities has a clearing relationship through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC. Our approach is to partner with established companies, tapping into their expertise. Professional trustee services are offered by RBC Trust Company (Delaware) Limited who serves as trustee.
Custody is available through National Advisors Trust, FSB, Charles Schwab Institutional, TD Ameritrade, Fidelity and RBC Capital Markets Corporation.
National Advisors Trust, FSB is Certified to the ISO 9001:2000 Standard. Certificate #FS 93294 An International Measure of Quality Management Systems and Processes.
Investments are not guaranteed. Investment objectives, risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption, clients’ shares may be worth more or less than their original cost. Information is available through ADV PT 2 as well as product prospectus.
Confidentiality agreements and SEC Testimonial rules do not allow for inclusion of a listing of financial clients.
Confidentiality agreements prevent inclusion of some business succession clients.
Financial services and advisory are offered at the Altamonte Springs office only.
Other Fautores locations are Family Business Succession consulting locations.