David Allen Smith
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJan 2026 to now
- Revolt RecruitingMay 2024 to Jan 2026
- Wealth Enhancement Advisory ServicesJan 2024 to May 2024
- Wealth Enhancement Brokerage ServicesJan 2024 to May 2024
- Wealth Enhancement GroupJan 2024 to May 2024
- Truist Advisory Services, Inc.Jun 2021 to Jan 2024
- Truist Investment Service, Inc.Jun 2021 to Jan 2024
- UnemployedJan 2020 to Jun 2021
- Suntrust Advisory ServicesSep 2016 to Dec 2019
- Suntrust Investment Services, IncMar 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4473042
- Firm CRD
- 6413