Kirk Smith
Kirk Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, VA, with 17 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
628 Main Street, Danville, VA, 24541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirk works as a financial advisor for Atlantic Union Bank and Atlantic Union Financial Consultants/AUB Wealth Management, dedicating about half of his time to each role. Both positions started in July 2024.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations11 states
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