VB
Victor A. Banks
INTEGRITY ADVISORY SOLUTIONS
Marietta, GA
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CRD#: 4180590
VB
Professional summary
Victor Anthony Banks is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Marietta, Georgia.
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Victor has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Anthony Banks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 17, 2023 - Present
INTEGRITY ADVISORY SOLUTIONS
RIA
CRD#: 288817
Marietta, GA
Past
January 21, 2022 - July 27, 2023
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
MARIETTA, GA
Past
January 7, 2022 - July 27, 2023
CAPITAL INVESTMENT GROUP, INC.
BD
CRD#: 14752
Marietta, GA
Past
April 8, 2015 - July 23, 2021
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
March 17, 2015 - July 23, 2021
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
December 5, 2014 - March 12, 2015
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
MARIETTA, GA
Past
October 21, 2014 - March 12, 2015
CAPITAL INVESTMENT GROUP, INC.
BD
CRD#: 14752
ATLANTA, GA
Past
March 21, 2013 - October 20, 2014
FIRST AMERICAN SECURITIES, INC.
RIA
CRD#: 35841
ATLANTA, GA
Past
March 6, 2013 - October 20, 2014
FIRST AMERICAN SECURITIES, INC.
BD
CRD#: 35841
ATLANTA, GA
Past
August 16, 2011 - February 7, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
August 2, 2011 - February 7, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Past
October 14, 2009 - November 5, 2010
SPC
RIA
CRD#: 110692
ATLANTA, GA
Past
June 1, 2009 - November 5, 2010
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
ATLANTA, GA
Past
July 20, 2005 - May 13, 2009
EQUITY SERVICES, INC.
RIA
CRD#: 265
MARIETTA, GA
Past
July 8, 2005 - May 13, 2009
EQUITY SERVICES, INC.
BD
CRD#: 265
MARIETTA, GA
Past
April 7, 2004 - May 13, 2005
WADDELL & REED
RIA
CRD#: 866
MAITLAND, FL
Past
May 10, 2000 - May 13, 2005
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(9/18/2023)
IAR
Texas(8/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
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.
