Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Smith? Claim Your ProfileSmith Asher Brownlie is a Registered Investment Advisor associated with Brownlie & Braden Advisors, LLC. Smith has been in the industry for over 30 years. Smith holds multiple licenses, including Series 6, 7, 22, and 63, as well as a Series 65. Smith has earned the designation of Personal Financial Specialist. Smith also serves as Chief Executive Officer for Brownlie & Braden Advisors, LLC and Hanover Hillcrest Holdings, LLC. Smith's experience includes portfolio management for businesses and individuals, as well as private equity evaluation and due diligence. Smith is a Managing Director of Cotton Creek Capital Management, LLC, and serves as a director for one or more portfolio companies in which the Cotton Creek Capital Funds invest. Smith also serves as President of Cotton Creek Investments, LLC, RAZ Property Company, LLC, Cotton Creek Waste Management, LLC and RAZ Property Investments GP, LLC, each of which serve as the general partner or manager to one or more affiliated private pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides analysis of investment opportunities and private equity evaluation/due diligence
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/08/2017 - Present
Brownlie & Braden Advisors, LLC (FORT WORTH TX)
OH
02/27/2001 - 01/06/2004
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
IN
06/01/1998 - 03/08/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
12/08/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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