Samanthia Smith (CRD# 2987539) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, NC and has over 19 years of experience in the finance industry. Samanthia Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Aberdeen, NC | Jul 2021 - Current | 2 |
| Fidelity Bank Of Nc | Aberdeen, NC | Jun 2021 - Current | 2 |
| Truist Investment Services, Inc. | Pinehurst, NC | Feb 2021 - Jun 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Jun 2021 | < 1 |
| Bb&t | Pinehurst, NC | Jan 2019 - Jun 2021 | 2 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Jun 2021 | 3 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Mar 2001 - Jun 2021 | 20 |
| Bb&t Bank | Pinehurst, NC | Sep 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- NC
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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