Leigh Burwell Smith
Investment adviser representative at Insight Folios
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$331.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Insight Folios IncFeb 2024 to now
- Wealth Academy of GeorgiaJun 2019 to now
- Cypress Wealth Services, LLCJan 2022 to Feb 2024
- Simplicity GroupJun 2017 to Jun 2019
- Simplicity Financial Group/asset Protectors & AdviDec 2014 to Jun 2019
- Asset Protectors & AdvisorsNov 2014 to Jun 2017
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 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
- 7493992
- Firm CRD
- 174411