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Wade Smith

L & W FINANCIAL, LLC·COLLEGE STATION, Texas
Unclaimed Profile
511 UNIVERSITY DR. E, COLLEGE STATION, TX 77840CRD# 6017936Firm CRD# 285310
01

About

Wade Smith is a registered financial advisor based in COLLEGE STATION, Texas, affiliated with L & W FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
L & W FINANCIAL, LLC
SMITH & WYATT
AUM
$120M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at L & W FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SET UP FEE
Regulatory
SEC/IARD CRD# 6017936
Firm CRD# 285310
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wade Smith offer?
Wade Smith specializes in Financial Planning, Investment Management. Contact their office in COLLEGE STATION, Texas for a consultation.
What are Wade Smith's credentials?
Wade Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Smith located?
Wade Smith is based in COLLEGE STATION, Texas, working with L & W FINANCIAL, LLC. Their office serves clients in the COLLEGE STATION metropolitan area and surrounding communities.
How does Wade Smith charge for services?
Wade Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: set up fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L & W FINANCIAL, LLC?
L & W FINANCIAL, LLC has approximately 8 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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