Stanley Smith is a CFP, ChFC-designated registered investment advisor, based in High Point, NC, with 33 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold.
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 Registrations18 states
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
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