Troy Smith
Certified Financial Planner (TM) at Independent | Raleigh, North Carolina, United States
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Certified Financial Planner (TM) at Independent in October 2003 to Present
Registered Representative at LPL Financial in May 2005 to Present
Founder & President at Wake Wealth Management Co. in September 2011 to Present
Founder, Owner, & President at Tax Deferred Retirement Planners in August 1990 to December 2013
Registered Representative at H. Beck, Inc. in January 1989 to December 2003
Founding Managing Member/Partner at Lewis Financial Management LLC in March 1998 to September 2003
Registered Rep. & IT Manager at Gene Morgan Financial, Inc. in June 1989 to August 1990
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Personal Tax Planning
Estate Tax Planning
Cash Flow Planning
Financial Planning
Asset Management
Retirement Planning
Wealth Management
Portfolio Management
Investment Advisory
Investments
Strategic Financial Planning
Financial Planners
Asset Managment
Retirement
Financial Services
Financial Advisory
Strategy
Finance
Personal Finance
Securities
Estate Planning
Muti-Family Office Services
Trustee Support Services
Charitable Trusts
Series 63
Certified Financial Planner
Series 7
FINRA
Mutual Funds
Fixed Annuities
Alternative Investments
Asset Allocation
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Discover more about IndependentWhat is Troy Smith email address?
Email Troy Smith at [email protected] and [email protected]. This email is the most updated Troy Smith email found in 2026.
What is Troy Smith phone number?
Troy Smith phone number is +19195703300 and +19198829450.
How to contact Troy Smith?
To contact Troy Smith send an email to [email protected] or [email protected]. If you want to call Troy Smith try calling on +19195703300 and +19198829450. (updated on September 13, 2024)
What company does Troy Smith work for?
Troy Smith works for Independent
What is Troy Smith's role at Independent?
Troy Smith is Certified Financial Planner (TM)
Troy Smith Email Addresses
Troy Smith Phone Numbers
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