David
Elliott
Wilbanks, Smith & Thomas Asset Management, LLC
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About this Advisor
David Elliott is a certified financial planner working out of Raleigh, North Carolina with a total of 22 years of relevant experience. Elliott is on the advisory team at Wilbanks, Smith & Thomas Asset Management, LLC. They have worked at Wilbanks, Smith & Thomas Asset Management, Llc for their total career. Elliott holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in North Carolina, Texas and Virginia. Wilbanks, Smith & Thomas Asset Management, LLC is a company that has its headquarters in Norfolk, VA. It has offices in three locations and a total of 45 advisors. It handles $5 billion in total assets among its 5,210 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 51 charities and foundations. Of its 5,210 accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. Wilbanks, Smith & Thomas Asset Management, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically are based on which services are offered. Fees charged by Wilbanks, Smith & Thomas Asset Management, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details
$4,754,536,565
45
5,210
$912,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Elliott Work History
David has been registered as a financial advisor for 22 years.*
Wilbanks, Smith & Thomas Asset Management LLC
*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 David Elliott 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 Wilbanks, Smith & Thomas Asset Management, LLC
Richmond, VA
Norfolk, VA
Norfolk, VA
Raleigh, NC
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
