Brian Smoot

Brian Smoot Email and Phone Number

Investment Advisor Representative at Lee Financial Associates @
Brian Smoot's Location
Ellicott City, Maryland, United States, United States
About Brian Smoot

Specialties Investment and Insurance planning for individuals, families and small business: Stocks, Bonds, Mutual Funds, Managed Accounts & Insurance. Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory and insurance services offered through Lee Financial Associates, Inc. is a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

Brian Smoot's Current Company Details
Lee Financial Associates

Lee Financial Associates

Investment Advisor Representative at Lee Financial Associates
Brian Smoot Work Experience Details
  • Lee Financial Associates
    Investment Advisor Representative
    Lee Financial Associates Jan 2016 - Present
    Lee Financial Associates, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ assets by delivering a high level of personalized service.Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party website, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.
  • Aon Hewitt
    Benefits Operations Manager
    Aon Hewitt Sep 2013 - Dec 2015
    Hunt Valley, Md
  • Morgan Stanley
    Operations Analyst
    Morgan Stanley Jun 2010 - Aug 2013
    Baltimore, Md

Brian Smoot Education Details

Frequently Asked Questions about Brian Smoot

What company does Brian Smoot work for?

Brian Smoot works for Lee Financial Associates

What is Brian Smoot's role at the current company?

Brian Smoot's current role is Investment Advisor Representative at Lee Financial Associates.

What schools did Brian Smoot attend?

Brian Smoot attended Salisbury University.

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