Dillon
Smith
Equitable Advisors, LLC
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About this Advisor
Dillon Smith is a financial advisor based in Columbia, South Carolina, working with Equitable Advisors, LLC. Dillon has previously held positions at Imagine Financial, LLC, Ae Wealth Management, LLC, Prisma Health, Orlando Health, Legendary Field Exhibitions - Orlando Apollos, Texas Christian University, Appalachian State University, Sentara Healthcare - Hampton University, Equitable Advisors LLC, and Madison Avenue Securities LLC. Dillon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Dillon is part of Equitable Advisors, LLC, which operates out of Columbia, South Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 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, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
- Educational seminars/workshops
Dillon Smith Work History
Equitable Advisors LLC
Prisma Health
Imagine Financial, LLC
Ae Wealth Management, LLC
Madison Avenue Securities LLC
Orlando Health
Legendary Field Exhibitions - Orlando Apollos
Texas Christian University
Appalachian State University
Sentara Healthcare - Hampton University
Disclosures
Please visit the SEC profile of Dillon 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 Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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