William Kalil Smith
Investment adviser representative at Wealthway Financial Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$245.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Wealthway Financial AdvisorsOct 2023 to now
- Lux Wealth PlanningOct 2022 to Oct 2023
- Henderson Financial GroupAug 2022 to Sep 2022
- Wealthway Financial AdvisorsJun 2020 to Jul 2022
- StudentAug 2012 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Wealthway Financial Advisors
$245.6MAssets managed
166Clients
2Advisers
8 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
- 7602902
- Firm CRD
- 108824