Unclaimed Profile

Barry Carl Smith

ELEMENT WEALTH, LLC·RIDGELAND, Mississippi

Clean recordELEMENT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Carl Smith is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with ELEMENT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ELEMENT WEALTH, LLC

AUM

$550M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ELEMENT WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 861681

Firm CRD# 114968

View on FINRA BrokerCheck →

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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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