Stephen Smith
Stephen Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ballinger, TX, with 24 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
911 Hutchings Avenue, Ballinger, TX, 76821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a trustee for the Texas Country Bancshares ESOP Plan, dedicating minimal time. He also supports Texas Country Financial Services and is a dual employee of RJFS & The First National Bank of Ballinger, spending about half his time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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