Unclaimed Profile

Glen David Smith

ONE WAY HOLDINGS LLC·FLOWER MOUND, Texas

SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record21 years registeredONE WAY HOLDINGS LLC

2910 LAKESIDE VILLAGE BLVD, FLOWER MOUND, TX 75022CRD# 4801922Firm CRD# 315934

Profile Verification

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

Identity

Glen David Smith · FLOWER MOUND, TX

Registration

CRD #4801922 · ONE WAY HOLDINGS LLC · 21 years registered

Brand Profile

Not yet started

Career History

GDS WEALTH MANAGEMENT

Sep 2021 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2017 – Oct 2021

FLOWER MOUND, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2007 – Dec 2017

FLOWER MOUND, TX

A. G. EDWARDS & SONS, INC.

Sep 2004 – Aug 2007

FLOWER MOUND, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · September 16, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONE WAY HOLDINGS LLC

CRD 315934 · SEC 801-122391

AUM

$892M

Regulatory assets under management

Employees

2,641 client accounts

Services offered by ONE WAY HOLDINGS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONE WAY HOLDINGS LLC →

Introduction

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Frequently Asked Questions

What services does Glen David Smith offer?

Glen David Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FLOWER MOUND, Texas for a consultation.

What are Glen David Smith's credentials?

Glen David Smith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Glen David Smith located?

Glen David Smith is based in FLOWER MOUND, Texas, working with ONE WAY HOLDINGS LLC. Their office serves clients in the FLOWER MOUND metropolitan area and surrounding communities.

How does Glen David Smith charge for services?

Glen David Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE WAY HOLDINGS LLC?

ONE WAY HOLDINGS LLC has approximately 12 employees and manages $892M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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