Michael Smith (CRD# 6677313) is an Investment Advisor Representative working at Kiker Wealth Management, LLC in Jasper, GA and has over 7 years of experience in the finance industry. Michael Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1742325
Edward Jones
CRD# 2793547
Lpl Financial LLC
CRD# 4242013
Optivise Advisory Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kiker Wealth Management, LLC | Jasper, GA | Jan 2019 - Current | 5 |
| Kiker Wealth Management, LLC | Jasper, GA | May 2016 - Jan 2019 | 2 |
| Bent Tree Community, Inc. | Jasper, GA | May 2012 - Aug 2016 | 4 |
| Dalton State College | Dalton, GA | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- GA
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts1,770ACCOUNTS
-
Average Account Value$91,267
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, LA, NC, NH, TN, TX
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