Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Benjamin Smith is a financial advisor with over 16 years of experience in the industry. Joe is currently a Senior Vice President, Retirement and Wealth, at Onedigital Investment Advisors, where Joe is responsible for providing investment advice to individuals, families, and businesses. Prior to joining OneDigital, Joe was a financial advisor at Triad Advisors, LLC and LPL Financial. Joe holds the Series 7, Series 66, and SIE licenses and is a registered investment advisor representative in Tennessee.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
06/01/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
TN
07/01/2020 - 02/28/2024
TRIAD ADVISORS LLC (Nashville TN)
TN
10/07/2013 - 07/06/2020
LPL FINANCIAL LLC (NASHVILLE TN)
TN
01/04/2008 - 10/09/2013
NFP SECURITIES, INC. (NASHVILLE TN)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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