Treasa Smith
Treasa Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 12 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
501 Riverside Ave, Suite 600, Jacksonville, FL, 32202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Treasa works as an associate/employee for Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, spending about half her time at each. In both roles, she discusses banking and investment needs with clients and refers them to a Raymond James Advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bbva Securities INC.Broker
Investment Professionals, INC.Broker
Fifth Third 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.