Joe Smith is a registered investment advisor, based in Franklin, TN, with 18 years of industry experience.
Location
720 Cool Springs Boulevard, Suite 400, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is a Senior Vice President Retirement and Wealth at OneDigital, selling non-variable insurance products, which takes minimal time. He also works for OneDigital Retirement + Wealth and OneDigital Executive Benefits as a registered investment advisor, dedicating about half his time and about a third of his time, respectively.
Employment History
Current Registrations
Valmark Securities, INC.
Valmark Securities, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations1 state
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.