Dante
Smith

Wealthsource®

CRD#6332541
Investment Advisor
in Garland, TX

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About this Advisor

Dante Smith is a financial advisor based in Garland, Texas with 4 years of industry experience. Smith is currently employed by Wealthsource®. During their career, Smith has held roles at American Financial Network Advisory Services, LLC, Collin College, Cool Water Auto Spa, United Planners' Financial Services Of America, Dfpg Investments, Inc and Wealthsource Partners, LLC. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Wealthsource® is an advisory company that has its headquarters in San Luis Obispo, CA. It has offices in 39 locations and a total of 71 financial advisors. It administers $2 billion in assets under management across its 6,375 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 6,375 accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Wealthsource® performs a broad set 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 for financial management usually depend on which services the firm provides the client. Fee types billed by Wealthsource® can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Garland, TX

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Wealthsource® Brokerage Details

Total Assets Under Management

$1,915,866,644

TX Average: $7,578,581,321
Total Number of Employees

71

TX Average: 43
Total Number of Accounts

6,375

TX Average: 3,727
Average Account Size

$300,528

TX Average: $2,033,427

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

Dante Smith Work History

Dante has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wealthsource Partners, LLC

2019 - 2019 (< 1 year)

American Financial Network Advisory Services, LLC

2017 - 2019 (2 years)

American Financial Network Advisory Services, LLC

2017 - 2017 (< 1 year)

United Planners' Financial Services Of America

2017 - 2018 (1 year)

Dfpg Investments, Inc

2017 - 2017 (< 1 year)

United Planners' Financial Services Of America

2014 - 2017 (3 years)

American Financial Network Advisory Services, LLC

2014 - 2016 (2 years)

United Planners' Financial Services Of America

2013 - 2014 (1 year)

Collin College

2010 - 2013 (3 years)

Cool Water Auto Spa

*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 Dante 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 Wealthsource®

Sean Newsom
San Luis Obispo, CA
Andrew Dintaman
Mission Viejo, CA
Robert Gavlak
Columbus, OH
Carl Ermelbauer
Woodland Hills, CA
Alan Goodman
Boulder, CO
Jeffrey Murray
Grand Junction, CO
Zachary Leedom
Santa Monica, CA
Daniel Rohr
Arroyo Grande, CA

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.

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