Levi
Smith
Goldman Sachs Personal Financial Management
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About this Advisor
Levi Smith is a financial advisor operating in Irving, Texas who has 2 years of industry experience. Smith is an employee of Goldman Sachs Personal Financial Management. The advisor has gained experience at Securion Financial Services, Inc, Martin Financial Group, D&D Swabbing, LLC, Dillards, Inc, Northeast Texas Community College, Pat Lobb'S Toyota Of Mckinney, All My Son'S Moving And Storage, Stephen F. Austin State, Elkhart Independent School District, Holbrook Holdings, Inc, Northern Lights Distributors, LLC, Fisher Investments and Goldman Sachs. Smith has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Goldman Sachs Personal Financial Management is a company operating out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 people on staff. It has $13 billion in assets under management across its 82,991 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services are provided. Fee types billed by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Levi Smith Work History
Levi has been registered as a financial advisor for 2 years.*
Goldman Sachs
Fisher Investments
Securion Financial Services, Inc
Martin Financial Group
Holbrook Holdings, Inc
Northern Lights Distributors, LLC
D&D Swabbing, LLC
Dillards, Inc
Northeast Texas Community College
Pat Lobb'S Toyota Of Mckinney
All My Son'S Moving And Storage
Northeast Texas Community College
Stephen F. Austin State
Elkhart Independent School District
*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 Levi 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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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.
