Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Lance Smith is a financial advisor with Ameriprise Financial Services, LLC in Murphy, NC. Carmen has been a financial advisor since 2009 and has worked with a wide range of clients, including individuals, families, businesses, and non-profits. Carmen is a registered representative of Ameriprise Financial Services, LLC and a registered investment advisor. Carmen's firm provides a range of financial services, including financial planning, investment management, and retirement planning. Carmen is also a member of the board of directors for Lance, a company located in Murphy, NC, and serves as vice president for a company in Hickory, NC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
10/30/2020 - Present
Ameriprise Financial Services, LLC (Murphy NC)
NC
09/18/2013 - 02/16/2015
SECURITIES AMERICA, INC. (HAYESVILLE NC)
MO
09/24/2010 - 09/19/2013
EDWARD JONES (ST. LOUIS MO)
NC
05/22/2009 - 09/14/2010
LPL FINANCIAL CORPORATION (MURPHY NC)
GA
02/17/2009 - 04/20/2009
RELIANCE SECURITIES, LLC (BUFORD GA)
BOTH
Issued 05/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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