Erin Smith
Erin Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, VA, with 25 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
150 Liberty Street SW Suite 200, Leesburg, VA, 20175
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is the 100% owner of Goose Creek Strategies, LLC, a holding company that receives Raymond James branch payout, taking about 10-20% of her time. She also serves as Treasurer for Middleburg Hunt and National Society Daughter's of the American Revolution, Ketoctin Chapter, and owns Pleasant Springs, LLC, a rental real estate property, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Accordant Advisory Group, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Summit Financial Group, INC.
State Registrations15 states
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