AdvisorOS Directory
Claim Profile
SS

Sherri Lynn Smith

LAFAYETTE ADVISORS LLC·NORFOLK, Virginia
Unclaimed Profile
150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 6400451Firm CRD# 165241
01

About

Sherri Lynn Smith is a registered financial advisor based in NORFOLK, Virginia, affiliated with LAFAYETTE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LAFAYETTE ADVISORS LLC
LAFAYETTE ADVISORS LLC
AUM
$42M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LAFAYETTE ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6400451
Firm CRD# 165241
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORFOLK?

Browse all registered financial advisors in NORFOLK, Virginia or claim this profile if it's yours.

Browse NORFOLK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sherri Lynn Smith offer?
Sherri Lynn Smith specializes in Retirement Planning, Fee-Only Advisory. Contact their office in NORFOLK, Virginia for a consultation.
What are Sherri Lynn Smith's credentials?
Sherri Lynn Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherri Lynn Smith located?
Sherri Lynn Smith is based in NORFOLK, Virginia, working with LAFAYETTE ADVISORS LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Sherri Lynn Smith charge for services?
Sherri Lynn 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 LAFAYETTE ADVISORS LLC?
LAFAYETTE ADVISORS LLC has approximately 8 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORFOLK
David Eugene Thiel — CAPES CAPITAL MANAGEMENT, INC.Theodore Carlyle Turnage — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCLawrence Albert Bernert — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCDavid James Kyle Elliott — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCEmmet Francis Martin — LAFAYETTE ADVISORS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile