Charles
Smith
Delta Advisory Group, Inc
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About this Advisor
Charles Smith is a financial advisor based in Maitland, Florida, working with Delta Advisory Group, Inc. Charles has previously held positions at Charles C. Smith, Jr., P.A, Delta Research Institute, Inc, Delta Advisory Group, Inc, Tuscan Gardens, and Delta Realty Advisors, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Charles is part of Delta Advisory Group, Inc, which operates out of Maitland, Florida. The firm has 1 office and 7 employees. The firm manages assets totaling $174.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Delta Advisory Group, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Delta Advisory Group, Inc Brokerage Details
$174,006,935
7
892
$195,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Charles Smith Work History
Delta Realty Advisors, Inc
Delta Advisory Group, Inc
Delta Research Institute, Inc
Charles C. Smith, Jr., P.A
Tuscan Gardens
Disclosures
Please visit the SEC profile of Charles 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 Delta Advisory Group, Inc
Maitland, FL
Maitland, FL
Maitland, FL
Maitland, FL
Maitland, FL
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