AS
AS

Adam Denton Smith

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,416 clients
Average Client Portfolio
$205K average
Assets Under Management
$905.4M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1802 Williamson Ct, #101, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is an investment advisor representative (IAR) for PKS Advisory, spending nearly full-time providing investment advice. He also owns a family farm, dedicating minimal time to raising and selling beef calves, and sells fixed insurance products for a few hours per week.

Employment History
Current Registrations
Pks Advisory Services, LLC
November 2023 - Present · 2 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Terra Wealth
July 2022 - November 2023 · 1 yr 4 mos
Primerica Advisors
August 2011 - June 2022 · 10 yrs 10 mos
PFS Investments INC.Broker
January 2010 - June 2022 · 12 yrs 5 mos
State Registrations3 states
ALTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.