Carolyn Smith (CRD# 4507037) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers | Akron, OH | Jan 2023 - Current | 1 |
| Valmark Securities | Akron, OH | Jan 2023 - Current | 1 |
| Indep. Ins. Sales Agent | San Antonio, TX | Sep 2001 - Current | 22 |
| Lion Street Advisors | Dallas, TX | Sep 2019 - Jan 2023 | 3 |
| Lion Street Financial | Dallas, TX | Sep 2019 - Jan 2023 | 3 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Sep 2019 | 3 |
| Nfp Securities Inc. | San Antonio, TX | Aug 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- TX
-
Total Assets Under Management7,030MILLIONS
-
Total Number of Accounts17,262ACCOUNTS
-
Average Account Value$407,229
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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