William Smith, financial advisor Fairfax VA

William Smith

CRD Number: 5327357
Current Firm: Integrated Wealth Concepts LLC

William Smith (CRD# 5327357) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fairfax, VA Oct 2016 - Current 7
Integrated Wealth Concepts LLC Fairfax, VA Oct 2016 - Current 7
Lincoln Financial Advisors Fairfax, VA Aug 2010 - Sep 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William C. Smith
Phone Number: (781) 890-3045
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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