Bonner & Smith, LLC

Bonner & Smith, LLC (CRD# 114287) is a financial advisory firm headquartered in Lubbock, TX. They manage $230,350,390 in 931 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5308 114th St, Lubbock, TX 79424
https://www.bonner-smith.com/
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    931
    ACCOUNTS
  • Average Account Value
    $247,423
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
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Bonner & Smith, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Raymond Bonner, financial advisor Lubbock TX
Raymond K. Bonner
CRD#: 4460700
5308 114th St, Lubbock, TX 79424

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.

2
Susan Smith, financial advisor Lubbock TX
Susan D. Smith
CRD#: 3074054
5308 114th St, Lubbock, TX 79424

Susan Smith (CRD# 3074054) is an Investment Advisor Representative working at Bonner & Smith, LLC in Lubbock, TX and has over 25 years of experience in the finance industry.

3
Rusti Pitts, financial advisor Lubbock TX
Rusti D. Pitts
CRD#: 7678166
5308 114th St, Lubbock, TX 79424

Rusti Pitts (CRD# 7678166) is an Investment Advisor Representative working at Bonner & Smith, LLC in Lubbock, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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