![Gregory Smith, financial advisor Charleston WV](/img/ws/profile-blank-sq.png)
Gregory Smith (CRD# 7195261) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has 1 year of experience in the finance industry.
![Sharin Akhtar, financial advisor Charleston WV](/img/ws/profile-blank-sq.png)
CRD# 3212745
Truist Advisory Services, Inc.
![Thomas Anderson, financial advisor Charleston WV](/img/ws/profile-blank-sq.png)
CRD# 4543380
Cetera Investment Advisers LLC
![Marc Arnold, financial advisor Charleston WV](/img/ws/profile-blank-sq.png)
CRD# 2692914
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Buckingham Strategic Wealth, LLC | Clayton, MO | Sep 2021 - Current | 2 |
N3 Results | South Charleston, WV | Sep 2020 - Jul 2021 | < 1 |
Northwestern Mutual | Charleston, WV | Dec 2019 - Sep 2020 | < 1 |
Bb&t Wealth | Charleston, WV | Sep 1999 - Oct 2019 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- WV
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Total Assets Under Management28,824MILLIONS
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Total Number of Accounts50,014ACCOUNTS
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Average Account Value$576,325
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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