Kenneth
Banks
Equitable Advisors, LLC
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About this Advisor
Kenneth Banks is a financial advisor who works out of Pflugerville, Texas with 1 year of relevant experience. Banks is an advisor for Equitable Advisors, LLC. During their career, Banks has held roles at Wells Fargo Advisors, LLC, Mutual Of Omaha Investment Services, Mutual Of Omaha, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Services Company, Usaa Life Insurance Company, Citibank, N.A, Citigroup Global Markets Inc and Equitable Advisors LLC. Banks maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California, New York and Texas. Equitable Advisors, LLC is a financial advisory business headquartered in New York, NY. The investment advisory business has offices in 885 locations and a total of 5,251 people on staff. It controls $25 billion in assets under management across its 75,222 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Equitable Advisors, LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on the services. However, fees billed by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kenneth Banks Work History
Kenneth has been registered as a financial advisor for 1 years.*
Equitable Advisors LLC
Citibank, N.A
Citigroup Global Markets Inc
Usaa Life Insurance Company
Usaa Investment Services Company
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Mutual Of Omaha Investment Services
Mutual Of Omaha
Wells Fargo Advisors, 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 Kenneth 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 Equitable Advisors, LLC
Dallas, TX
New York, NY
Stamford, CT
Mount Pleasant, SC
Shelton, CT
New York, NY
Selma, AL
Edison, NJ
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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