Kendall Vincent Smith
Investment adviser representative at Packerland Brokerage Services, Inc.
20 yearsExperience
2 statesRegistered in
$1.4BFirm assets
14 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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Packerland Brokerage Services, Inc.Nov 2025 to now
- Noakes Wealth Management, LLC.Sep 2025 to now
- Self-employedNov 2013 to now
- Kendall and Jamie Smith FarmJan 2006 to now
- Alabama Department of TransportationJan 2010 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 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
- 8180620
- Firm CRD
- 37031