Victor Banks
Victor Banks is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 24 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is an insurance agent selling fixed insurance and prospecting, dedicating about 10-20% of his time to this activity. He also owns CAB Financial, LLC, established for tax purposes, which takes up a full-time commitment.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
First American Securities, INC
First American Securities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.