Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee Smith is an investment advisor representative with Avantax Advisory Services, a registered investment advisor with the Securities and Exchange Commission (SEC). Donald Lee Smith is also a certified public accountant (CPA). Donald Lee Smith has been in the industry since 1998 and holds both Series 63 and Series 65 licenses. Donald Lee Smith specializes in working with clients who are looking for financial planning, investment management, and retirement planning services. Donald Lee Smith has experience working with clients of all ages and backgrounds.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OK
01/26/2024 - Present
Avantax Advisory Services (LAWTON OK)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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