William Smith (CRD# 4865759) is an Investment Advisor Representative working at Guaranty Private Wealth in Ridgeland, MS and has over 19 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guaranty Private Wealth | Ridgeland, MS | Apr 2020 - Current | 4 |
| Guaranty Private Wealth And Guaranty Financial Services | Greenville, MS | Apr 2019 - Current | 5 |
| Lpl Financial LLC | Greenville, MS | Apr 2019 - Mar 2020 | < 1 |
| Lpl Financial | Boston, MA | Apr 2019 - Mar 2020 | < 1 |
| Kestra Financial | Austin, TX | May 2013 - Apr 2019 | 5 |
| Nfp Securities, Inc. | Ridgeland, MA | May 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- AR
- LA
- MS
- TN
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$1,121,108
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AR, LA, MS, TN
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