Leigh Smith (CRD# 7493992) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Folios Inc. | Athens, GA | Feb 2024 - Current | < 1 |
| Wealth Academy Of Georgia | Athens, GA | Jun 2019 - Current | 4 |
| Cypress Wealth Services, LLC | Palm Desert, CA | Jan 2022 - Feb 2024 | 2 |
| Simplicity Group | Morrisville, NC | Jun 2017 - Jun 2019 | 2 |
| Simplicity Financial Group/asset Protectors & Advi | Summit, NJ | Dec 2014 - Jun 2019 | 4 |
| Asset Protectors & Advisors | Raleigh, NC | Nov 2014 - Jun 2017 | 2 |
| Gameplan Financial Marketing | Woodstock, GA | Apr 2012 - Oct 2014 | 2 |
- GA
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA
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