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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rafael Smith is a financial advisor registered in Illinois with IHT Wealth Management LLC. David Rafael Smith has been in the industry since 2012 and has been employed with IHT Wealth Management LLC since March 2022. Previously, David Rafael Smith was registered with J.P. MORGAN SECURITIES LLC in Illinois. David Rafael Smith holds the Series 63, SIE and Series 7 licenses. David Rafael Smith is a Certified Financial Planner. David Rafael Smith's firm, IHT Wealth Management LLC, is a financial advisory firm based in Chicago, Illinois. The firm manages approximately $1 billion to $10 billion in assets. IHT Wealth Management LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. The firm's clients include individuals, high-net-worth individuals, charitable organizations, corporations or other businesses.
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.
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.
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.
Financial planning fees
1
2
IL
03/03/2022 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
08/28/2012 - 05/13/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
BC
Issued 09/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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