William Smith, financial advisor Huntsville AL

William Smith

CRD Number: 5944528
Current Firm: Smith Thornton Advisors, LLC

William Smith (CRD# 5944528) is an Investment Advisor Representative working at Smith Thornton Advisors, LLC in Huntsville, AL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Smith Thornton Advisors, LLC Huntsville, AL Mar 2021 - Current 3
Wells Fargo Advisors Financial Network, LLC Huntsville, AL Oct 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for William P. Smith
Phone Number: 256-715-7715
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    735
    MILLIONS
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $961,257
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
Types of Clients
Registered States

AL

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