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George Banks

16 Years of Experience
St. Petersburg, FL
Broker

George Banks is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2026 - Present · 4 mos
Raymond James & Associates, INC.Broker
January 2026 - Present · 4 mos
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
August 2023 - December 2025 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2023 - December 2025 · 2 yrs 4 mos
Scottrade Investment Management
June 2017 - March 2018 · 9 mos
Scottrade, INC.Broker
February 2016 - March 2018 · 2 yrs 1 mo
Mutual of America Securities LLCBroker
June 2013 - March 2016 · 2 yrs 9 mos
Mutual of America Life Insurance CompanyBroker
June 2013 - March 2016 · 2 yrs 9 mos
Scs Asset Management, INC
February 2013 - June 2013 · 4 mos
Securities Research, INC
November 2012 - May 2013 · 6 mos
Securities Research, INC.Broker
July 2009 - May 2013 · 3 yrs 10 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNHNJNMNYOHOKPAPRRISCSDTNTXVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.