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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Smith is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Michael is a registered Investment Advisor in North Carolina and is also a registered representative with Series 65 and Series 66 licenses. Michael has over 20 years of experience in the financial services industry. Michael is an experienced financial advisor who is committed to helping his clients achieve their financial goals. Michael works with clients across a range of financial services, including portfolio management, financial planning and consulting. Michael has a strong commitment to providing his clients with personalized service and guidance. Michael's previous experience includes working at Legg Mason Wood Walker, Incorporated, Mike Smith, CPA, PLLC and DMJPS.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NC
08/30/2024 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
MD
10/01/2004 - 08/31/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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