Florence Smith
Florence Smith is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chapel Hill, NC, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 Glen Lennox Dr, Suite 260, Chapel Hill, NC, 27517
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Florence is the treasurer for both the Hillsborough Arts Council (since May 2024) and Hillsborough Toastmasters (since June 2017), each requiring a few hours per week. Both roles are investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Amphora Wealth Management, LLC
State Registrations13 states
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