Connor
Smith
Juncture Wealth Strategies, LLC
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About this Advisor
Connor Smith is a certified financial planner working in Scottsdale, Arizona with 5 years of relevant experience. Smith is on the advisory team at Juncture Wealth Strategies, LLC. Smith has gained experience at Ameriprise Financial Services, Inc, Peoples Bank, Heritage Wealth Management, LLC and Juncture Wealth Strategies, LLC. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Ohio. Juncture Wealth Strategies, LLC is a company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in two locations and a total of 11 employees. It controls $315 million in assets under management between its 805 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 805 customer accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. Juncture Wealth Strategies, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services offered. Fee types charged by Juncture Wealth Strategies, LLC can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Juncture Wealth Strategies, LLC Brokerage Details
$314,544,297
11
805
$390,738
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Connor Smith Work History
Connor has been registered as a financial advisor for 5 years.*
Juncture Wealth Strategies, LLC
Heritage Wealth Management, LLC
Ameriprise Financial Services, Inc
Peoples Bank
*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 Connor Smith 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 Juncture Wealth Strategies, LLC
Scottsdale, AZ
Scottsdale, AZ
Naperville, IL
Scottsdale, AZ
Scottsdale, AZ
Houston, TX
Scottsdale, AZ
Scottsdale, AZ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
