Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

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Location

150 West Main Street Suite 1700, Norfolk, VA, 23510

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brianna is an agent for Shughrou LLC, a holding company for commercial and residential rental properties in Georgia, established in 2005. She dedicates minimal time to this non-investment related business.

Employment History
Current Registrations
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
July 2007 - April 2024 · 16 yrs 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.