Forrest Smith
Forrest Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 11 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
One Galleria Boulevard, Suite 735, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Forrest is an associate/employee at M Wealth Advisors, a support company/DBA, dedicating about half of his time to this role. He is also an employee at Planning & Investment Centers, Inc, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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