Matthew Smith (CRD# 6260071) is an Investment Advisor Representative working at South Carolina Wealth Management Group, LLC in Columbia, SC and has over 10 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Of South Carolina, State Treasurer's Office - Investments | Columbia, SC | May 2015 - Current | 8 |
| South Carolina Wealth Management Group, LLC | Columbia, SC | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- SC
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$46,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
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