Mackenzey Smith
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- LPL Financial LLCOct 2025 to now
- UnemployedSep 2024 to Oct 2025
- LPL FinancialJun 2023 to Sep 2024
- Edward JonesOct 2022 to Jun 2023
- Delta CollegeJun 2019 to Oct 2022
- Hantz Tax and BusinessNov 2018 to Jun 2022
- Hantz Financial ServicesNov 2018 to Apr 2020
- Jimmy JohnsOct 2017 to Nov 2018
- Independence VillageSep 2017 to Oct 2018
- Midland High SchoolSep 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7048156
- Firm CRD
- 6413