Joel Smith & Associates, LLC

Joel Smith & Associates, LLC (CRD# 139972) is a financial advisory firm headquartered in Atlanta, GA. They manage $8,281,937 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $236,627
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.

GA

Financial Advisors at Joel Smith & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel P. Smith
CRD#: 3118388
3350 Riverwood Pkwy, Se, Suite 1900, Atlanta, GA 30339
93
Wealthminder
score

Joel Smith (CRD# 3118388) is an Investment Advisor Representative working at Joel Smith & Associates, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

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