Stanley Smith
Stanley Smith is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Point, NC, with 32 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
Firm Size
IM Fee
Assets Under Management
Location
2630 Eastchester Drive, High Point, NC, 27265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stanley works as an associate/employee for Anchor Wealth Advisors and Pinnacle Asset Management, dedicating about half his time to each. He also works as a Program Manager for Investment Services at Pinnacle Financial Partners, spending about a quarter of his time there.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Tower Square Securities, INC.Broker
Ascend Financial Services, INC.Broker
Washington Square Securities, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
State Registrations17 states
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