April Smith, financial advisor Lakewood Ranch FL
93 score

April Smith

CRD Number: 4532287
Current Firm: Wells Fargo Advisors, LLC

April Smith (CRD# 4532287) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lakewood Ranch, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Ormond Beach, FL Jun 2010 - Current 6
Wachovia Bank, N.a. Ormond Beach, FL Jun 2010 - Current 6
Suntrust Investment Services, Inc. Lake Mary, FL May 2001 - Jun 2010 9
Suntrust Bank Lake Mary, FL Jul 1999 - Jun 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for April V. Smith
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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