Timothy Joseph Banks
Investment adviser representative at The Worley Banks Group, LLC
16 yearsExperience
1 stateRegistered in
$184.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- The Worley Banks Group, LLCMay 2020 to now
- Private Client ServicesJun 2018 to May 2020
- Rfg AdvisoryAug 2014 to May 2020
- Four Seasons Wealth ManagementDec 2010 to May 2020
- LPL Financial LLCDec 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
The Worley Banks Group, LLC
$184.3MAssets managed
749Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4497630
- Firm CRD
- 306890