Paul Lance Wilkin
Investment adviser representative at Smi Advisory Services, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$949MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Smi Advisory Services, LLCMay 2019 to now
- Hammond AssociatesOct 2005 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (IN).
Smi Advisory Services, LLC
$949MAssets managed
1,083Clients
7Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2233449
- Firm CRD
- 137872