L & W FINANCIAL, LLC

SMITH & WYATT
COLLEGE STATION, Texas·3 registered advisors·CRD# 285310
SEC# 801-1289775979-431-5440
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SET UP FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at L & W FINANCIAL, LLC

3 registered advisors
Elizabeth Lynnette Smith
COLLEGE STATION, Texas
Noura O Quntar
COLLEGE STATION, Texas
Wade Smith
COLLEGE STATION, Texas
05

Office Locations

COLLEGE STATION, Texas
3 advisors

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Data sourced from SEC Form ADV filings. L & W FINANCIAL, LLC (CRD# 285310) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.