Bonner & Smith, LLC

Bonner & Smith, LLC (CRD# 114287) is a financial advisory firm headquartered in Lubbock, TX. They manage $118,870,722 in 776 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $153,184
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Bonner & Smith, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Susan D. Smith
CRD#: 3074054
5807 63rd Street, Suite 300, Lubbock, TX 79424
96
Wealthminder
score

Susan Smith (CRD# 3074054) is an Investment Advisor Representative working at Bonner & Smith, LLC in Lubbock, TX and has over 18 years of experience in the finance industry. Susan 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.

2
Raymond K. Bonner
CRD#: 4460700
5807 63rd Street, Suite 300, Lubbock, TX 79424
90
Wealthminder
score

Raymond Bonner (CRD# 4460700) is an Investment Advisor Representative working at Bonner & Smith, LLC in Lubbock, TX and has 1 year of experience in the finance industry. Raymond Bonner 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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