Angela
Smith
Durbin Bennett Private Wealth Management, LLC
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About this Advisor
Angela Smith is a certified financial planner who works in Austin, Texas with a total of 6 years of industry experience. Smith is an employee of Durbin Bennett Private Wealth Management, LLC. During their career, Smith has held roles at Lpl Financial LLC, Snow Garrett Wealth Management and Durbin Bennett Private Wealth Management, LLC. Smith holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Texas. Durbin Bennett Private Wealth Management, LLC is a financial advisory business operating out of Austin, TX. It has $1 billion in assets across its 1,477 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 1,477 client accounts, 75% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including 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 other services. A financial advisor's fees vary depending on the services offered. Fee types billed by Durbin Bennett Private Wealth Management, LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Durbin Bennett Private Wealth Management, LLC Brokerage Details
$1,429,423,495
20
1,477
$967,788
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
- Other
Angela Smith Work History
Angela has been registered as a financial advisor for 6 years.*
Durbin Bennett Private Wealth Management, LLC
Snow Garrett Wealth Management
Lpl Financial LLC
Snow Garrett Wealth Management
*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 Angela 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 Durbin Bennett Private Wealth Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
