Paul
Smith
Mariner Independent
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About this Advisor
Paul Smith is a financial advisor based in Tulsa, Oklahoma, working with Mariner Independent. Paul has previously held positions at Paul M. Smith, Ing Financial Partners, Inc, Voya Financial Advisors, Lpl Financial, LLC, and Mariner Independent Advisor Network, LLC. Paul has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Paul is part of Mariner Independent, which operates out of Tulsa, Oklahoma. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
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
Paul Smith Work History
Lpl Financial, LLC
Mariner Independent Advisor Network, LLC
Voya Financial Advisors
Ing Financial Partners, Inc
Paul M. Smith
Disclosures
Please visit the SEC profile of Paul 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 Mariner Independent
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Palos Verdes Peninsula, CA
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