Kenneth B. Wilbanks

TERRA WEALTH

THOMASVILLE, NC 27360

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CRD#: 6660303

Professional summary

Kenneth Brian Wilbanks, who also goes by Brian Wilbanks, is a registered financial advisor currently at TERRA WEALTH located in Thomasville, North Carolina.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kenneth has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Wilbanks

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.

1) LICENSED INSURANCE AGENT; NOT INVESTMENT-RELATED; 14 WEST MAIN STREET, 200, THOMASVILLE, NC 27360; INSURANCE SALES; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS; APPROX. 5% OF TIME DURING THE MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Brian Wilbanks's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 17, 2024 - Present

TERRA WEALTH

Office #1: 14 West Main Street 200, Thomasville, NC 27360

RIA

CRD#: 320643

THOMASVILLE, NC

Past

March 14, 2023 - September 26, 2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

CHAPEL HILL, NC

Past

March 14, 2023 - September 26, 2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

CHAPEL HILL, NC

Past

January 4, 2021 - March 17, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Chapel Hill, NC

Past

January 4, 2021 - March 17, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Chapel Hill, NC

Past

July 30, 2019 - December 31, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

RALEIGH, NC

Past

June 25, 2019 - December 31, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

RALEIGH, NC

Past

October 3, 2018 - February 20, 2019

BSG ADVISERS

RIA

CRD#: 297243

APEX, NC

Past

July 12, 2018 - August 17, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

RALEIGH, NC

Past

March 25, 2017 - September 5, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

COLUMBIA, MO

Past

November 16, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

COLUMBIA, MO

Past

June 28, 2016 - July 29, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

COLUMBIA, MO

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".

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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

North Carolina
(9/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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Contact information

Main Address

400 West English Road Ste 215, High Point, NC 27262

Mailing Address

Phone number

(305) 928-3772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRA WEALTH MANAGEMENT LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,917
AUM (Assets Under Management)	$ 399,431,686

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.

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Advisor Monitoring

Firm Stability Insights

Kenneth B. Wilbanks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Brian Wilbanks's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

BSG ADVISERS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

TERRA WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2017

Series 63

Date: 6/30/2016

SIE

Date: 8/17/2018

Series 7

Date: 5/16/2017

Series 6

Date: 6/28/2016

Current Firm

TERRA WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRA WEALTH

TRUST BUT VERIFY

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