William Smith is a registered investment advisor, based in Indianapolis, IN, with 1 years of industry experience.
Location
9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William co-owns a rental property managed primarily by his wife, requiring minimal time from him. He also receives passive income from his previous insurance career, specifically from Texas Farm Bureau Insurance and Southern Farm Bureau Life Insurance, through William J Smith Insurance Services LLC.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations7 states
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.