Kenneth
Wilbanks
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kenneth Wilbanks is a financial advisor based in Chapel Hill, North Carolina, working with United Planners' Financial Services Of America A Limited Partner. Kenneth has previously held positions at Country Capital Management Company, Four Seasons Financial LLC, Sterling Insurance, 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. Kenneth has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Kenneth is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Chapel Hill, North Carolina. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
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
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
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
Scottsdale, AZ
Chapel Hill, NC
Scottsdale, AZ
Roseville, CA
Scottsdale, AZ
Plano, TX
Melville, NY
South San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
