Kinta
Smith
Arete Wealth Advisors, LLC
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About this Advisor
Kinta Smith is a financial advisor based in Los Angeles, California who has 5 years of industry experience. Smith is an advisor for Arete Wealth Advisors, LLC. Throughout their career, they have worked at Keller Williams, Larson Financial Securities, LLC, Larson Financial Group, LLC, Arete Wealth Management LLC and Arete Wealth Advisors LLC. Smith maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Arete Wealth Advisors, LLC is a financial advisory firm operating out of Chicago, IL. The firm has offices in 26 locations and a total of 151 employees. It manages $2 billion in assets among its 5,102 customer accounts, placing it among the largest firms in the country by assets under management. Of its 5,102 customer accounts, 72% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types billed by Arete Wealth Advisors, LLC may include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
- Publication of periodicals or newsletters
- Other
Kinta Smith Work History
Kinta has been registered as a financial advisor for 5 years.*
Arete Wealth Management LLC
Arete Wealth Advisors LLC
Larson Financial Securities, LLC
Larson Financial Group, LLC
Keller Williams
*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 Kinta 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 Arete Wealth Advisors, LLC
New York, NY
Park Ridge, IL
Nashville, TN
Colleyville, TX
New York, NY
New York, NY
Chicago, IL
New York, NY
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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