Lee
Smith
Advus Financial Partners, LLC
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About this Advisor
Lee Smith is a chartered financial analyst working out of Lake Mary, Florida with a total of 2 years of industry experience. Smith currently works for Advus Financial Partners, LLC. During their career, the advisor has held roles at Suntrust Investment Services, Pac Land Development, Arsenal Venture Partners, Fsu, Vanderbuilt, Highland Associates, Lamco Advisory Services Inc, Advus Financial Partners, LLC and High School Student. Smith is approved to work in Florida. Advus Financial Partners, LLC is an advisory business based in Lake Mary, FL. It has offices in two locations and a total of 18 advisors. It oversees $2 billion in total assets across its 1,042 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,042 customer accounts, 28% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers a broad assortment 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. A financial advisor's fees usually depend on the financial services provided. However, fee types charged by Advus Financial Partners, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advus Financial Partners, LLC Brokerage Details
$2,287,801,345
18
1,042
$2,195,587
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
Lee Smith Work History
Lee has been registered as a financial advisor for 2 years.*
Advus Financial Partners, LLC
Lamco Advisory Services Inc
Highland Associates
Arsenal Venture Partners
Vanderbuilt
Pac Land Development
Suntrust Investment Services
Fsu
High School Student
*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 Lee 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 Advus Financial Partners, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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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