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BONNER & SMITH, LLC
BONNER & SMITH, LLC
LUBBOCK, Texas
·
2 registered advisors
·
CRD# 114287
SEC# 801-81163
0
806-798-1880
01
Firm Overview
AUM
$230M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BONNER & SMITH, LLC
2 registered advisors
Raymond Keith Bonner
LUBBOCK, Texas
CRD# 4460700
Susan Denise Smith
LUBBOCK, Texas
CRD# 3074054
05
Office Locations
LUBBOCK, Texas
2 advisors
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Data sourced from SEC Form ADV filings. BONNER & SMITH, LLC (CRD# 114287) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.