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Hoyit A. Bacon

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CRD#: 1974347
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hoyit Allen Bacon, who also goes by Hoyit Allan Bacon, was a registered financial advisor .

Hoyit is a previously registered financial advisor and started their career in finance in 1989. Hoyit had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hoyit Allan Bacon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 24, 1998 - April 28, 2003

WILBANKS SECURITIES ADVISORY

RIA
CRD#: 118304
BIXBY, OK
Past

September 5, 1997 - April 25, 2003

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
OKLAHOMA CITY, OK
Past

January 19, 1993 - August 14, 1996

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

August 25, 1992 - January 26, 1993

ANDREWS, HENTGES & ASSOCIATES, INC.

BD
CRD#: 28417
TULSA, OK
Past

September 19, 1989 - September 8, 1992

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 19, 1989 - September 8, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/1997
General Securities Principal Examination

Current Firm


WS
WILBANKS SECURITIES ADVISORY
AARON WILBANKS & ASSOCIATES | WILBANKS SECURITIES ADVISORY | AARON WILBANKS & ASSOCIATES, INC.

CRD#: 118304 / SEC#: 801-63318

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Contact information


Main Address
4334 Nw Expressway Suite 222, Oklahoma City, OK 73116
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WILBANKS SECURITIES ADVISORY BROCHURE (3/31/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILBANKS SECURITIES ADVISORY

CRD#: 118304

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