Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mathews Smith is a registered Investment Advisor Representative with Lee Financial Company, LLC. Eric Smith is also licensed to conduct business in Texas. Eric Smith has been in the industry since 2007 and has experience in providing investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, and 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.
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.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
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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TX
11/09/2012 - Present
LEE Financial Company, LLC (DALLAS TX)
TX
02/22/2007 - 05/08/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 11/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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