Kenneth
Wilbanks
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kenneth Wilbanks is a financial advisor who works in Chapel Hill, North Carolina. Wilbanks currently works for United Planners' Financial Services Of America A Limited Partner. Throughout their career, they have worked at Country Capital Management Company, Four Seasons Financial LLC, Sterling Insurance, University Of South Carolina, Henry Schein, Adt, LLC, Massachusetts Mutual Life Insurance Company, Msi Financial Services, Mml Investors Services, LLC, Mml Investors Services, Mass Mutual Life Insurance Company, Oasis, Four Seasons Financial, LLC, Business-Owner Strategies Group, LLC, Guardian Life Insurance Company Of America, Park Avenue Securities, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, United Planners Financial Services and Kenneth Brian Wilbanks. Wilbanks has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. United Planners' Financial Services Of America A Limited Partner is a financial advisory business operating out of Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 financial advisors. It has $6 billion in total assets between its 50,361 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. Fees charged by United Planners' Financial Services Of America A Limited Partner may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kenneth Wilbanks Work History
Kenneth has been registered as a financial advisor for 0 years.*
United Planners Financial Services
Kenneth Brian Wilbanks
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Guardian Life Insurance Company Of America
Park Avenue Securities
Mml Investors Services
Mass Mutual Life Insurance Company
Four Seasons Financial, LLC
Business-Owner Strategies Group, LLC
Mml Investors Services, LLC
Four Seasons Financial LLC
Oasis
Country Capital Management Company
Adt,LLC
Massachusetts Mutual Life Insurance Company
Msi Financial Services
Four Seasons Financial LLC
Sterling Insurance
University Of South Carolina
Henry Schein
*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 Kenneth Wilbanks 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 United Planners' Financial Services Of America A Limited Partner
Ferndale, WA
Salisbury, NC
Scottsdale, AZ
Minnetonka, MN
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Sumner, IA
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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.
