Thomas
Smith
Integrated Advisors Network LLC
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About this Advisor
Thomas Smith is a financial advisor based in Columbia, South Carolina, working with Integrated Advisors Network LLC. Thomas has previously held positions at Georgia Pacific, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, and Integrated Advisors Network, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in California and South Carolina. Currently, Thomas is part of Integrated Advisors Network LLC, which operates out of Columbia, South Carolina. The firm has 39 offices and 90 employees. The firm manages assets totaling $4.2 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 pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$4,214,775,861
90
11,998
$351,290
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Thomas Smith Work History
Integrated Advisors Network, LLC
First Command Financial Planning, Inc
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Georgia Pacific
Disclosures
Please visit the SEC profile of Thomas Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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