By Glen D. Smith, CFP®, CRPC®
I often get asked, “What do you do at Glen D. Smith & Associates?” With a smile, I answer, “Do you mean me, the team or the business?”
More than just one man
Born in California, I grew up in Guayaquil, Ecuador, where my parents are career missionaries. I’ve worked in the financial services industry for over 15 years and since day one, I’ve always believed in providing exceptional service to my clients. I’m not a salesperson and never will be, so I only recommend those products that I feel will improve a client’s portfolio. In 2017, I left a global financial services company and started my own business.
More than just a business
Glen D. Smith & Associates is a team of independent financial services professionals. Our advisors are linked to Raymond James, a multinational broker-dealer that provides services through its network of autonomous consultants like us.
Being independent means that we are not tied to targets and have more time to provide a personalized service. We offer a complete turnkey solution for our clients’ financial needs. We tailor our proposals with the client’s unique situation and future goals in mind.
Like any successful business, it takes more than one person to provide excellent service to clients, and Glen D. Smith & Associates is no different. Learn about our dedicated team of professionals in part two.
Glen D. Smith & Associates, Raymond James is located at 1029 Long Prairie Road, Suite C, Flower Mound, TX 75022. (469) 212-8072.
Glen D. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James.
This case study is for illustrative purposes only. Individual cases will vary. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Contributions to a traditional IRA may be tax-deductible depending on the taxpayer’s income, tax-filing status, and other factors. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59½, may be subject to 10% federal tax penalty.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.