Timothy
Banks
The Worley Banks Group, LLC
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About this Advisor
Timothy Banks is a financial advisor operating out of Saint Louis, Missouri with 3 years of relevant experience. Banks is on the advisory team at The Worley Banks Group, LLC. Their career trajectory has included roles at Lpl Financial LLC, Rfg Advisory, Four Seasons Wealth Management, Private Client Services and The Worley Banks Group. Banks has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. The Worley Banks Group, LLC is an advisory firm based out of Saint Louis, MO. It has $188 million in assets between its 1,067 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,067 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. The Worley Banks Group, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely depend on which service is offered. However, fee types billed by The Worley Banks Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Worley Banks Group, LLC Brokerage Details
$188,218,833
3
1,067
$176,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Timothy Banks Work History
Timothy has been registered as a financial advisor for 3 years.*
The Worley Banks Group
Private Client Services
Rfg Advisory
Lpl Financial LLC
Four Seasons Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Banks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Worley Banks Group, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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