Wesley Eugene Smith
Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
19 years in the industry.
- Oak Knoll Financial Strategies, LLC.Jun 2016 to now
- Raymond James Financial Services Advisors Inc.Oct 2012 to now
- Raymond James Financial Services, Inc.May 2012 to now
- Daily & Francis Financial ServicesOct 2013 to Dec 2016
- Daily & FrancisJan 2012 to Dec 2016
- S.J. Francis Insurance Agency, IncNov 2007 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5523803
- Firm CRD
- 149018