Joel Smith, financial advisor Atlanta GA

Joel Smith

CRD Number: 3118388
Current Firm: Joel Smith & Associates, LLC

Joel Smith (CRD# 3118388) is an Investment Advisor Representative working at Joel Smith & Associates, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Atlanta, GA Jun 2006 - Current 17
Joel Smith & Associates, LLC Atlanta, GA Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Joel P. Smith
Phone Number: 678-627-8300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $211,232
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
Types of Clients
Registered States

GA

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