Adam Denton Smith
Investment adviser representative at Pks Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
$1.1BFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Pks Advisory Services, LLCNov 2023 to now
- Pks Advisory Services LLC d/b/a Roy Matlock Jr. AdvisoryNov 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2022 to now
- Terra Wealth Management, LLCJun 2022 to Nov 2023
- Pfs Investments IncDec 2008 to May 2022
- Primerica Financial ServicesOct 2008 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Pks Advisory Services, LLC
$1.1BAssets managed
4,892Clients
46Advisers
23 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
- 5629183
- Firm CRD
- 125648