Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wil? Claim Your ProfileWil Smith is a financial advisor with over 17 years of experience in the financial services industry. Wil is a Certified Financial Planner and a Chartered Financial Analyst. Wil is currently registered with McManus Cooper and has been with the firm since 2016. Wil is also a registered investment advisor representative with Cooper Financial Group and has been with the firm since 2013.
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.
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.
Solicitor/referral fees
1
2
CA
05/12/2016 - Present
McManus Cooper (Irvine CA)
CA
05/17/2013 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
CA
09/17/2010 - 06/03/2013
LPL FINANCIAL LLC (RANCHO ST. MARGARITA CA)
CA
04/21/2008 - 09/22/2010
SIGNATOR INVESTORS, INC. (IRVINE CA)
CA
01/22/2007 - 12/21/2007
A. G. EDWARDS & SONS, INC. (SAN JUAN CAPISTRANO CA)
CA
09/30/2005 - 01/24/2007
WADDELL & REED, INC. (BREA CA)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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