Robert
Smith
Modern Wealth Management, LLC
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About this Advisor
Robert Smith is a financial advisor based in Knoxville, Tennessee, working with Modern Wealth Management, LLC. Robert has previously worked at Coulter & Justus Financial Services, LLC and Modern Wealth Management, LLC. Robert has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Robert is part of Modern Wealth Management, LLC, which operates out of Knoxville, Tennessee. The firm has 17 offices and 150 employees. Modern Wealth Management, LLC manages assets totaling $6.1 billion and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Modern Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modern Wealth Management, LLC Brokerage Details
$6,148,915,787
150
18,823
$326,670
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Smith Work History
Modern Wealth Management, LLC
Coulter & Justus Financial Services, LLC
Disclosures
Please visit the SEC profile of Robert Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modern Wealth Management, LLC
Lenexa, KS
Lenexa, KS
Lenexa, KS
Troy, MI
Rochester, NY
Boise, ID
Campbell, CA
Troy, MI
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