Unclaimed Profile

Barry Carl Smith

ELEMENT WEALTH, LLC·RIDGELAND, Mississippi

Series 4, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredELEMENT WEALTH, LLC

800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 861681Firm CRD# 114968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Carl Smith · RIDGELAND, MS

Registration

CRD #861681 · ELEMENT WEALTH, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ELEMENT WEALTH, LLC

Dec 2003 – present

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 15, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEMENT WEALTH, LLC

CRD 114968 · SEC 801-61758

AUM

$550M

Regulatory assets under management

Employees

1,209 client accounts

Services offered by ELEMENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEMENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Barry Carl Smith offer?

Barry Carl Smith specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Barry Carl Smith's credentials?

Barry Carl Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Carl Smith located?

Barry Carl Smith is based in RIDGELAND, Mississippi, working with ELEMENT WEALTH, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Barry Carl Smith charge for services?

Barry Carl Smith's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEMENT WEALTH, LLC?

ELEMENT WEALTH, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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