Lawrence
Bernert
Wilbanks, Smith & Thomas Asset Management, LLC
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About this Advisor
Lawrence Bernert is a chartered financial analyst working in Norfolk, Virginia who has 24 years of relevant experience. Bernert is an employee of Wilbanks, Smith & Thomas Asset Management, LLC. They have spent the entirety of their career at Wilbanks, Smith & Thomas Asset Management, Llc. Bernert maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina, Texas and Virginia. Wilbanks, Smith & Thomas Asset Management, LLC is a financial advisory business based out of Norfolk, VA. The company has offices in three locations and a total of 45 people on staff. It handles $5 billion in assets under management among its 5,210 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 51 charities and foundations. Of its 5,210 customer accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on the type of services provided. Fees charged by Wilbanks, Smith & Thomas Asset Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details
$4,754,536,565
45
5,210
$912,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Lawrence Bernert Work History
Lawrence has been registered as a financial advisor for 24 years.*
Wilbanks, Smith & Thomas Asset Management 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 Lawrence Bernert 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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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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