You're looking for answers... clear and simple answers WITHOUT someone trying to sell you something. Is that too much to ask? Nope, it's actually a smart way to approach anything as important as your hard-earned money. If that's you, then that's me.
|States Licensed in:||TX|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Health , Life , Long Term Care|
|Financial Organization Memberships:||National Association of Professional Agents (NAPA)|
|Non-Financial Organization Memberships:||Bryan/College Station Chamber of Commerce|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Based on Assets|
|Master of Science - Finance - Finance||
Texas A&M University Mays School of Business
|Bachelors of Science - Agricultural Economics||
Texas A&M University
Who Am I?
You probably have people helping you with your investments, legal matters, and taxes....but who makes sure you are getting all the benefits you're owed? I do.
My name is Wade Smith. I scour Federal, State, local and corporate data bases to find benefits you are owed...but NOT receiving. It's what I do.
I got into this business to fill a void I noticed after the passing of my grandparents years ago. Seeing the issues my parents had to deal with then left me feeling that there were lots of financial salespeople but not many true advisors making sure people were getting all the available benefits that they had worked hard for. I use the skills I gained from my Bachelor's and Master's degrees from Texas A&M and the Mays School of Business to help people get all the benefits that they are owed.
I live on the outskirts of Bryan with my wife Lynn and our twin daughters Alex and Reagan. We are actively involved in our church, support local charities and want to live in a world where people feel secure¦ get the lifestyle they deserve and are able to wake up every day worry-free.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|