Angela Smith (CRD# 5802398) is an Investment Advisor Representative working at Maslow Wealth Advisors in Austin, TX and has over 13 years of experience in the finance industry. Angela 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Durbin Bennett Private Wealth Management, LLC | Austin, TX | Jun 2017 - Current | 6 |
| Snow Garrett Wealth Management | Weatherford, TX | Dec 2014 - May 2017 | 2 |
| Lpl Financial LLC | Weatherford, TX | Oct 2012 - May 2017 | 4 |
| Snow Garrett Wealth Management | Weatherford, TX | Oct 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- TX
-
Total Assets Under Management1,758MILLIONS
-
Total Number of Accounts355ACCOUNTS
-
Average Account Value$4,952,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, LA, NC, NJ, NY, OR, TX
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