Stacy
Drummond

Smith Thornton Advisors, LLC

CRD#2947751
Investment Advisor
in Huntsville, AL

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About this Advisor

Stacy Drummond is a financial advisor working in Huntsville, Alabama with a total of 2 years of industry experience. Drummond works at Smith Thornton Advisors, LLC. Drummond has gained experience at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, LLC and Smith Thornton Advisors, LLC. Drummond has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Smith Thornton Advisors, LLC is a financial advisory business based out of Huntsville, AL. It has $665 million in assets between its 717 accounts, making it one of the bigger firms in the nation by assets under management. Of its 717 accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Smith Thornton Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

626 Clinton Avenue West, Suite 100
Huntsville, AL 35801

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Smith Thornton Advisors, LLC Brokerage Details

Total Assets Under Management

$665,171,264

AL Average: $1,620,585,161
Total Number of Employees

65

AL Average: 52
Total Number of Accounts

717

AL Average: 1,560
Average Account Size

$927,714

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Stacy Drummond Work History

Stacy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Smith Thornton Advisors, LLC

2011 - 2021 (10 years)

Wells Fargo Advisors Financial Network, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stacy Drummond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Thornton Advisors, LLC

Jessica Kanser
Huntsville, AL
William Smith
Huntsville, AL
Richard Smith
Huntsville, AL
Stacy Drummond
Huntsville, AL
Donna Ryberg
Huntsville, AL
Steven Thornton
Huntsville, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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