Unclaimed
Razell Smart is a registered investment advisor representative at Legacy Wealth Management, LLC, in Orlando, FL. Razell has been in the industry for over 14 years. Razell is registered with FINRA and holds the Series 63 and Series 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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FL
01/02/2025 - Present
Legacy Wealth Management, LLC (Orlando FL)
Active
Inactive
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