Adam Smith
Adam Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 4 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
4770 Campus Drive, Suite 210, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is an associate/employee at The Advanced Planning Group, Inc., where he manages client relationships, constructs financial plans, and reports investment performance. This activity takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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