Samanthia Smith
Samanthia Smith is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Southern Pines, NC, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
132 NW Broad Steet, Suite C, Southern Pines, NC, 28387
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samanthia works as a Wealth Development Officer at The Fidelity Bank since July 2021. This investment-related role in Aberdeen, NC, requires more than full-time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Centura Securities, INC.Broker
State Registrations2 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.