Delbert Wynn Smith
Investment adviser representative at Certified Advisory Corp
6 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Certified Advisory CorpJul 2021 to now
- Certified Insurance CorpJul 2021 to now
- Equitable AdvisorsMar 2021 to Jul 2021
- Kafl InsuranceAug 2017 to May 2020
- Allstate Insurance CoMar 2017 to May 2017
- State Farm InsuranceJan 2016 to Dec 2016
- State Farm Vp Management CorpJan 2016 to Dec 2016
- Afloyd, IncSep 2015 to Aug 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 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
- 4132702
- Firm CRD
- 120990