Unclaimed Profile

Kelly Bub Smith

B-29 ADVISORS, LLC·ADDISON, Texas

Clean recordB-29 ADVISORS, LLC

14131 MIDWAY ROAD, ADDISON, TX 75001CRD# 6981589Firm CRD# 292096

Profile Verification

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

Identity

Kelly Bub Smith · ADDISON, TX

Registration

CRD #6981589 · B-29 ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly Bub Smith is a registered financial advisor based in ADDISON, Texas, affiliated with B-29 ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

B-29 ADVISORS, LLC

AUM

$348M

Regulatory assets under management

Employees

Total firm employees

View all advisors at B-29 ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6981589

Firm CRD# 292096

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Frequently Asked Questions

What services does Kelly Bub Smith offer?

Kelly Bub Smith specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.

What are Kelly Bub Smith's credentials?

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

Where is Kelly Bub Smith located?

Kelly Bub Smith is based in ADDISON, Texas, working with B-29 ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.

How does Kelly Bub Smith charge for services?

Kelly Bub Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B-29 ADVISORS, LLC?

B-29 ADVISORS, LLC has approximately 7 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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