Lincoln Smith (CRD# 7396272) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bluefield, WV and has 1 year of experience in the finance industry.
CRD# 1292788
4 Seasons Advisors
CRD# 4339995
Roger R. Bell & Company, Inc.
CRD# 3218183
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Bluefield, WV | Mar 2024 - Current | < 1 |
| First Community Wealth Management | Bluefield, WV | Oct 2023 - Current | < 1 |
| First Community Bank | Bluefield, WV | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Bluefield, WV | Oct 2023 - Current | < 1 |
| First Community Bank Wealth Management (raymond James) | Bluefield, WV | Jun 2021 - Oct 2023 | 2 |
| Vipkid | Tazewell, VA | Feb 2021 - Jan 2022 | < 1 |
| First Community Bank | Bluefield, WV | Mar 2021 - Jun 2021 | < 1 |
| Unemployed | Tazewell, VA | Nov 2020 - Feb 2021 | < 1 |
| Lee University Student Financial Services | Cleveland, TN | Aug 2017 - Nov 2020 | 3 |
| Nationwide Insurance | Tazewell, VA | Dec 2016 - Aug 2019 | 2 |
| Full-time Education | Tazewell, VA | Jan 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- VA
- WV
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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