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Angela Nicole Kennedy Robinson

SMART MONEY GROUP, LLC·EASTLAND, Texas
SIE, Series 7, Series 66CFPChFCClean record19 years registeredSMART MONEY GROUP, LLC
106 SOUTH SEAMAN, EASTLAND, TX 76448CRD# 5240601Firm CRD# 284187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Nicole Kennedy Robinson · EASTLAND, TX
Registration
CRD #5240601 · SMART MONEY GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CALTON & ASSOCIATES, INC.
Jul 2016 – present
SMART MONEY GROUP, LLC
Jul 2016 – present
VSR ADVISORY SERVICES
May 2007 – Jul 2016
EASTLAND, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 17, 2007
Years registered · 19
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMART MONEY GROUP, LLC
CRD 284187 · SEC 801-107979
AUM
$286M
Regulatory assets under management
Employees
21
1,460 client accounts
Services offered by SMART MONEY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SMART MONEY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Angela Nicole Kennedy Robinson offer?
Angela Nicole Kennedy Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTLAND, Texas for a consultation.
What are Angela Nicole Kennedy Robinson's credentials?
Angela Nicole Kennedy Robinson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Angela Nicole Kennedy Robinson located?
Angela Nicole Kennedy Robinson is based in EASTLAND, Texas, working with SMART MONEY GROUP, LLC. Their office serves clients in the EASTLAND metropolitan area and surrounding communities.
How does Angela Nicole Kennedy Robinson charge for services?
Angela Nicole Kennedy Robinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART MONEY GROUP, LLC?
SMART MONEY GROUP, LLC has approximately 21 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SMART MONEY GROUP, LLC

James Roy Kennedy
EASTLAND, TX
Aaron Neal Kennedy
EASTLAND, TX
CFP
Bradley Donald Foos
EASTLAND, TX
ChFC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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