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Wayne (none) Smith

INSIGHT WEALTH PARTNERS, LLC·PLANO, Texas
Unclaimed Profile
3333 PREMIER DRIVE, PLANO, TX 75023CRD# 2504244Firm CRD# 153635
01

About

Wayne (none) Smith is a registered financial advisor based in PLANO, Texas, affiliated with INSIGHT WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
INSIGHT WEALTH PARTNERS, LLC
INSIGHT WEALTH PARTNERS
AUM
$790M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at INSIGHT WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2504244
Firm CRD# 153635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wayne (none) Smith offer?
Wayne (none) Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Wayne (none) Smith's credentials?
Wayne (none) Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne (none) Smith located?
Wayne (none) Smith is based in PLANO, Texas, working with INSIGHT WEALTH PARTNERS, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Wayne (none) Smith charge for services?
Wayne (none) 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 INSIGHT WEALTH PARTNERS, LLC?
INSIGHT WEALTH PARTNERS, LLC has approximately 14 employees and manages $790M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANO
Jennifer Page Pustmueller — CAPROCK CAPITAL, LLCTravis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCMichael Chad Lowe — INSIGHT WEALTH PARTNERS, LLCMark Evan Mitchell — CAPROCK CAPITAL, 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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