Kenneth
Wilbanks
Terra Wealth
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About this Advisor
Kenneth Wilbanks is a financial advisor based in High Point, North Carolina, working with Terra Wealth. Kenneth has previously held positions at Country Capital Management Company, Four Seasons Financial, LLC, Mass Mutual Life Insurance Company, Msi Financial Services, Inc, Mml Investors Services, LLC, Bsg Advisers, Guardian Life Insurance Company Of America, Park Avenue Securities LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, United Planners' Financial Services Of America A Limited Partner, and Terra Wealth Management, LLC. 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 Terra Wealth, which operates out of High Point, North Carolina. The firm has 24 offices and 55 employees. Terra Wealth manages assets totaling $399.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$399,431,686
55
2,917
$136,932
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kenneth Wilbanks Work History
Terra Wealth Management, LLC
United Planners' Financial Services Of America A Limited Partner
United Planners' Financial Services Of America A Limited Partner
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Guardian Life Insurance Company Of America
Park Avenue Securities LLC
Park Avenue Securities LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Four Seasons Financial, LLC
Bsg Advisers
Mml Investors Services, LLC
Four Seasons Financial, LLC
Country Capital Management Company
Mass Mutual Life Insurance Company
Msi Financial Services, Inc
Four Seasons Financial, LLC
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.
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High Point, NC
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