Victor
Banks

Integrity Advisory Solutions

CRD#4180590
Investment Advisor
in Burlington, NC

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About this Advisor

Victor Banks is a financial advisor based in Burlington, North Carolina, working with Integrity Advisory Solutions. Victor has previously held positions at First American Securities, Capital Investment Group, Inc, Capital Investment Advisory Services, LLC, Burlington Alliance Capital Management, Integrity Advisory Solutions, LLC, and Nationwide Investment Services Corporation. Victor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Victor is part of Integrity Advisory Solutions, which operates out of Burlington, North Carolina. The firm has 13 offices and 39 employees. The firm manages assets totaling $147.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2823 South Church Street
Burlington, NC 27215

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Integrity Advisory Solutions Brokerage Details

Total Assets Under Management

$147,498,323

NC Average: $3,625,019,099
Total Number of Employees

39

NC Average: 22
Total Number of Accounts

783

NC Average: 1,917
Average Account Size

$188,376

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Victor Banks Work History

2023 - Present (1 year)

Integrity Advisory Solutions, LLC

2023 - 2023 (< 1 year)

Burlington Alliance Capital Management

2022 - 2023 (1 year)

Capital Investment Group, Inc

2022 - 2023 (1 year)

Capital Investment Advisory Services, LLC

2015 - 2021 (6 years)

Nationwide Investment Services Corporation

2014 - 2015 (1 year)

Capital Investment Group, Inc

2014 - 2015 (1 year)

Capital Investment Advisory Services, LLC

2013 - 2014 (1 year)

First American Securities

Disclosures

Please visit the SEC profile of Victor 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 Integrity Advisory Solutions

Chae Kyle
Burlington, NC
Shah Siddiqi
Cypress, TX
Sangmin Kim
Burlington, NC
Steven Puckett
Peoria, AZ
Kenneth Lepore
Burlington, NC
Richard Sinton
Sarasota, FL
Adam Johnson
Eagan, MN
Joseph Anderson
Ofallon, MO

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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