Austin Smith, financial advisor Amarillo TX
90 score

Austin Smith

CRD Number: 6201400
Current Firm: Kestra Advisory Services, LLC

Austin Smith (CRD# 6201400) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Amarillo, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Amarillo, TX Apr 2017 - Current 1
Lpl Financial Amarillo, TX Jul 2013 - Apr 2017 3
Baylor University Waco, TX Aug 2009 - May 2013 3
Mclane Company Temple, TX Jun 2012 - Apr 2013 < 1
Orgrow Lawncare Amarillo, TX May 2006 - Aug 2011 5
Amarillo High School Amarillo, TX Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Austin C. Smith
Phone Number: 7374437101
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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