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Larry Smith

35 Years of Experience
Columbus, GA
Broker

Larry Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, GA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5650 Whitesville Road, Suite 206, Columbus, GA, 31904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Larry is the owner and president of Smith & Associates Private Wealth LLC since 2022. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2013 - January 2022 · 9 yrs
Ameriprise Financial Services, LLCBroker
January 2013 - January 2022 · 9 yrs
Wells Fargo Advisors, LLC
August 2008 - January 2013 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
August 2008 - January 2013 · 4 yrs 5 mos
Banc of America Investment Services, INC.
January 1998 - August 2008 · 10 yrs 7 mos
Banc of America Investment Services, INC.Broker
January 1998 - August 2008 · 10 yrs 7 mos
NationssecuritiesBroker
January 1997 - January 1998 · 1 yr
Independence One Brokerage Services, INC.Broker
August 1993 - October 1996 · 3 yrs 2 mos
Fidelity Equity Services CorporationBroker
December 1990 - July 1993 · 2 yrs 7 mos
New England SecuritiesBroker
May 1990 - December 1990 · 7 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.