William
Smith

Guaranty Private Wealth

CRD#4865759
Investment Advisor
in Ridgeland, MS

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About this Advisor

William Smith is a financial advisor working out of Ridgeland, Mississippi with a total of 3 years of relevant experience. Smith works at Guaranty Private Wealth. Over the course of their career, Smith has held roles at Centerpoint Advantage, LLC, Nfp Securities, Inc, Guaranty Private Wealth And Guaranty Financial Services, Lpl Financial LLC, Valmark Securities, Kestra Financial, Lpl Financial and Guaranty Private Wealth. Smith maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Mississippi and Tennessee. Guaranty Private Wealth is an advisory business operating in Ridgeland, Mississippi.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Office Location

601 Crescent Blvd., Suite 300
Ridgeland, MS 39157

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William Smith Work History

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Guaranty Private Wealth

2019 - Present (5 years)

Guaranty Private Wealth And Guaranty Financial Services

2019 - 2020 (1 year)

Lpl Financial LLC

2019 - 2020 (1 year)

Lpl Financial

2013 - 2016 (3 years)

Nfp Securities, Inc

2013 - 2019 (6 years)

Kestra Financial

2010 - 2013 (3 years)

Centerpoint Advantage, LLC

2010 - 2013 (3 years)

Valmark Securities

*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 William Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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