Wade Smith (CRD# 6017936) is an Investment Advisor Representative working at Smith & Wyatt in Bryan, TX and has over 12 years of experience in the finance industry.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L & W Financial, Llc Dba Smith & Wyatt | Bryan, TX | Dec 2016 - Current | 7 |
| L & W Financial, LLC | Bryan, TX | Mar 2004 - Current | 20 |
| Securities America Advisors, Inc. Dba The Wealth Management Company | Bryan, TX | Feb 2015 - Dec 2016 | 1 |
| Securities America Inc. | Houston, TX | Aug 2014 - Dec 2016 | 2 |
| Ccf Investments, Inc. | Houston, TX | Jan 2012 - Jul 2014 | 2 |
| Capital Choice Financial Group | Bryan, TX | Apr 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- FL
- LA
- OH
- TX
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts586ACCOUNTS
-
Average Account Value$204,514
- 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
- Other
CA, FL, IL, LA, OH, TX, WV
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