Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Smith has over 15 years of experience in the financial services industry. Kirk has a strong background in financial planning, portfolio management, and retirement planning. Kirk is a registered representative and investment advisor representative. He is also licensed to sell insurance in multiple states. Currently, Kirk is an Associate/Employee at Atlantic Union Bank and is affiliated with Raymond James Financial Services Advisors, Inc. The firm was founded in 1962 and has over 5000 licensed advisors and 1000,000 client accounts. The firm specializes in providing financial planning, investment management, and retirement planning services to individuals and families, as well as businesses and institutions. Kirk is committed to providing his clients with personalized financial advice and guidance. He strives to understand his clients' financial goals and objectives and to develop customized strategies to help them achieve their goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
07/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Danville VA)
NC
08/17/2010 - 11/04/2011
LPL FINANCIAL LLC (REIDSVILLE NC)
NC
12/18/2008 - 08/17/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBORO NC)
BOTH
Issued 12/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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