Garrett Smith, AIF®
Wealth Advisor at Shepherd Financial, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
New Albany, Indiana, United States, IN
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 65 - Uniform Investment Adviser Law License
FINRA (Financial Industry Regulatory Authority)Jun, 2018- Nov, 2024 -
Series 6 - Investment Company and Variable Contracts Products Representative License
FINRA (Financial Industry Regulatory Authority)Jul, 2013- Nov, 2024 -
Series 63 - Uniform Securities Agent State Law License
FINRA (Financial Industry Regulatory Authority)Jan, 2013- Nov, 2024 -
Resident Life, Accident & Health, Variable Life & Annuity License
Indiana Department of InsuranceAug, 2012- Nov, 2024 -
AIF®
Fi360
Experience
-
Shepherd Financial, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wealth Advisor
-
Feb 2016 - Present
-
-
-
Northwestern Mutual
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Representative
-
Aug 2012 - Dec 2015
-
-
-
MainSource Financial Group
-
New Albany, Indiana
-
Treasury Management Officer
-
May 2006 - Aug 2012
-
-
Education
-
Indiana University-Southeast
Finance
Community
You need to have a working account to view this content.
Click here to join now
