Casey Smith, financial advisor Marietta GA

Casey Smith

CRD Number: 4141592
Current Firm: Wiser Wealth Management, Inc.

Casey Smith (CRD# 4141592) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Wiser Wealth Management, Inc. Kennesaw, GA Jun 2001 - Current 22
Atlantic Southeast Airlines Atlanta, GA Jul 2004 - Dec 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Casey T. Smith
Phone Number: 678-905-4450
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    308
    MILLIONS
  • Total Number of Accounts
    1,197
    ACCOUNTS
  • Average Account Value
    $257,239
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
Types of Clients
Registered States

FL, GA, NC, SC, TN, TX

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