Bradley
Smith
Meridian Investment Advisors
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About this Advisor
Bradley Smith is a certified financial planner operating in Little Rock, Arkansas. Smith is currently employed by Meridian Investment Advisors. The advisor has gained experience at Crews & Associates, Inc, Lpl Financial LLC, Farmers Bank And Trust and Meridian Investment Advisors. Smith has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Arkansas and Texas. Meridian Investment Advisors is a financial advisory company based out of Little Rock, AR. It controls $742 million in total assets between its 599 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 599 client accounts, 34% belong to high-net-worth investors who have greater than $1 million in investable assets. Meridian Investment Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Meridian Investment Advisors likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Investment Advisors Brokerage Details
$741,635,478
6
599
$1,238,123
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bradley Smith Work History
Bradley has been registered as a financial advisor for 0 years.*
Meridian Investment Advisors
Lpl Financial LLC
Farmers Bank And Trust
Crews & Associates, Inc
*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 Bradley 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 Meridian Investment Advisors
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
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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.
