Jody
Beene Smith
Ia Network, LLC
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About this Advisor
Jody Beene Smith is a certified financial planner based out of Charlotte, North Carolina with 1 year of relevant experience. Beene Smith is an advisor for Ia Network, LLC. Their career trajectory has included roles at Pnc Investments, First Allied Securities, First Allied Advisory Services, First Allied Advisory Services, Inc, Purshe Kaplan Sterling Investments, Inc and Ia Network, LLC D/B/A Stockham Financial. Beene Smith maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Ia Network, LLC is a financial advisory company operating out of Charlotte, NC. It has offices in three locations and a total of six people on staff. It oversees $129 million in assets under management across its 439 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 439 customer accounts, 26% belong to high-net-worth clients who have at least $1 million in investable assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on the services provided. Fees charged by Ia Network, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ia Network, LLC Brokerage Details
$129,250,978
6
439
$294,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jody Beene Smith Work History
Jody has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments, Inc
Ia Network, LLC D/B/A Stockham Financial
First Allied Advisory Services
First Allied Advisory Services, Inc
First Allied Securities
Pnc Investments
*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 Jody Beene 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 Ia Network, LLC
Charlotte, NC
Charlotte, NC
Mt Pleasant, SC
Pinehurst, NC
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.
