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George Dibrell Smith

Trusco Investment Management, LLC

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About George Dibrell Smith

George Dibrell Smith is an Investment Advisor Representative at Trusco Investment Management, LLC. George has been in the industry since December 2010. George is registered with the state of Tennessee and has been in the industry since December 2010. George also has experience with US Trust and Tell-Tale Investment Advisors. George is a Chartered Financial Analyst. The advisor specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

George Smith is currently registered with Trusco Investment Management, LLC. Trusco Investment Management, LLC is an investment advisor that provides financial planning and portfolio management services to individuals, families, and private foundations. They also select other advisors for their clients. Their primary focus is on providing personalized investment solutions tailored to meet the specific needs of each client.

$97.22M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Smith’s Registration & Firm History

TN

01/18/2017 - Present

Trusco Investment Management, LLC (NASHVILLE TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Dibrell Smith.
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