Raymond Smith, financial advisor Macon GA

Raymond Smith

CRD Number: 731506
Current Firm: Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management

Raymond Smith (CRD# 731506) is an Investment Advisor Representative working at Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management in Macon, GA and has over 40 years of experience in the finance industry. Raymond Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Smith, Brown & Groover Inc. Macon, GA Jul 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Sep 1999
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 Raymond H. Smith
Phone Number: 478-474-7004
Firm Website: http://sbgwealth.com
Registered State(s):
  • GA
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $282,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

GA

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