Wade
Smith
Smith & Wyatt
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About this Advisor
Wade Smith is a financial advisor based in Bryan, Texas, working with Smith & Wyatt. Wade has previously held positions at Ccf Investments, Inc, Securities America Inc, Securities America Advisors, Inc Dba The Wealth Management Co, L & W Financial, LLC Dba Smith & Wyatt, L & W Financial, LLC, and Capital Choice Financial Group. Wade has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, Ohio, and Texas. Currently, Wade is part of Smith & Wyatt, which operates out of Bryan, Texas. The firm has 5 offices and 8 employees. The firm manages assets totaling $119.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Smith & Wyatt includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith & Wyatt Brokerage Details
$119,845,319
8
586
$204,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Wade Smith Work History
L & W Financial, LLC Dba Smith & Wyatt
L & W Financial, LLC
Securities America Advisors, Inc Dba The Wealth Management Co
Securities America Inc
Ccf Investments, Inc
Capital Choice Financial Group
Disclosures
Please visit the SEC profile of Wade 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 Smith & Wyatt
Dublin, OH
Bryan, TX
Bryan, TX
Bryan, TX
Bryan, TX
Bryan, TX
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