Ian Smith
Financial Adviser | Retirement Planning Specialist | AT&T Benefits Expert at Advance Capital Management
- Role
- Financial Adviser at Advance Capital Management, Inc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Ian Smith
MBA, Series 66 licensed professional. I am utilizing my fifteen years of front office experience in institutional advisory and business development to consult with individuals and families on holistic wealth management needs and provide investment advisory services.
Experience
Financial Adviser
Advance Capital Management, Inc
Jul 2020 — Present · Dallas, TX, US
Using a holistic approach to help clients make financial decisions including but not limited to, investments, retirement, taxes, insurance and estate planning• Educate clients on financial markets and investments • Develop financial plans and manage client investment portfolios
Education
Brown University
Bachelor of Arts (BA), International Relations- Political Economy and Development
2008 — 2011
The University of Texas at Dallas
Master of Business Administration , Finance
2018 — 2020
Skills
- Research
- Fixed Income
- Retirement Planning
- Strategic Financial Planning
- Alternative Investments
- Series 63
- Investments
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Financial Analysis
- Nmls Licensed
- Financial Markets
- Uniform Combined State Law
- Cost Basis Reporting
- Finance
- Leadership
- Equities
- Portfolio Management
- Loans
- Sales
- Financial Planning
- Series 7
- Valuation
- Stocks
- Financial Modeling
- Investment Advisory
- Series 66
- Securities
- Asset Management
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