Charles Smith

About Charles Smith

Charles graduated from West Texas State University with a BBA in Marketing. In 1992, he joined Dean Witter, now known as Morgan Stanley. In 1994, he was awarded “The National Sales Director’s Award.” It is given to the top Financial Advisors for outstanding personal performance, integrity and professionalism with uncompromising dedication and service to clients. After being a Financial Advisor in Amarillo for 20 years, Charles brings an in depth understanding and successful practice in financial services and wealth management. Through his years in the financial services industry, Charles understands that relationship building is the very core of a successful financial portfolio. Born and raised in Perryton, Texas, Charles enjoys all sports, especially football, traveling and spending sunny afternoons by the pool.

Experience

1. Wealth Advisor

   Genesis Financial Group

   Dec 1992 — Present · Amarillo, TX, US

   At Genesis Financial Group, our team of professionals are prepared to run the gamut when it comes to delivering advice on personal financial issues. Whether they are, for example. Helping you determine the best places to pull money from in retirement. Creating an accumulation strategy that aligns your assets with your hopes and dreams. Simply organizing your financial life so that you can celebrate what you\'ve accomplished. We have decades of real-life experiences that can assist you in achieving your objectives. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (ww.finra.org)/SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Genesis Financial Group is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 73••••••01.

Education

• West Texas State University

  Bachelor of Business Administration (BBA)