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Susan Denise Smith

BONNER & SMITH, LLC·LUBBOCK, Texas
Unclaimed Profile
5308 114TH ST, LUBBOCK, TX 79424CRD# 3074054Firm CRD# 114287
01

About

Susan Denise Smith is a registered financial advisor based in LUBBOCK, Texas, affiliated with BONNER & SMITH, 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
BONNER & SMITH, LLC
BONNER & SMITH, LLC
AUM
$230M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BONNER & SMITH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3074054
Firm CRD# 114287
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Denise Smith offer?
Susan Denise Smith specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Susan Denise Smith's credentials?
Susan Denise Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Denise Smith located?
Susan Denise Smith is based in LUBBOCK, Texas, working with BONNER & SMITH, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Susan Denise Smith charge for services?
Susan Denise Smith'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 BONNER & SMITH, LLC?
BONNER & SMITH, LLC has approximately 3 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LUBBOCK
William Hamilton Lowell — LOWELL AND COMPANY INCEric Craig Mcdonald — ISLAY CAPITAL MANAGEMENT, LLCJeffrey Michael Mercer — ISLAY CAPITAL MANAGEMENT, LLCChad Justin Smith — SMITH INVESTMENT ADVISOR, LLCRaymond Keith Bonner — BONNER & SMITH, LLC
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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