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Allen Smith personal email
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As a seasoned professional in the financial services industry, I bring a wealth of experience in leadership, recruitment, and advisor development. My career has been marked by a dedication to building and nurturing high-performing teams, fostering an environment of continuous improvements and innovation.
Revolt Financial
View- Website:
- revoltfinancial.com
- Employees:
- 11
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Partner, Revolt RecruitingRevolt FinancialAtlanta, Ga, Us
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Co-Founder And PartnerMy Fa Partners Jun 2024 - PresentAt My FA Partners, we don’t just enhance your advisory practice; we transform it.Dive into a world of proactive recruiting, custom-tailored coaching, and forward-thinking consulting. Our standout service? Connecting you with peerless insurance solutions that cater meticulously to both your ambitions and your clients' needs. Together, let’s elevate your practice, while also creating an elevated experience for your top tier clients.Our role is to forge lasting connections that propel… Show more At My FA Partners, we don’t just enhance your advisory practice; we transform it.Dive into a world of proactive recruiting, custom-tailored coaching, and forward-thinking consulting. Our standout service? Connecting you with peerless insurance solutions that cater meticulously to both your ambitions and your clients' needs. Together, let’s elevate your practice, while also creating an elevated experience for your top tier clients.Our role is to forge lasting connections that propel your practice into new realms of success. By partnering with industry leaders and innovators, we equip you with the tools and opportunities essential for transcending the ordinary. Journey with us, where every connection is a step towards your next breakthrough. Show less -
Director Of Advisor RecruitingWealth Enhancement Group Jan 2024 - May 2024Atlanta, GaWealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are… Show more Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which licensed to do business, please visit http://www.wealthenhancement.com. Show less -
Svp, Investment Consulting Group Regional DirectorTruist Investment Services, Inc., Truist Wealth Jun 2021 - Dec 2023Atlanta GaDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government… Show more Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure Show less
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Senior Vice PresidentSuntrust Investment Services, Inc. Apr 2014 - Dec 2019Greater Atlanta Area
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President - Board Of TrusteesLanier Education Foundation Dec 2011 - Apr 2014
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Associate Complex DirectorUbs Financial Services, Inc. Dec 2012 - Mar 2014 -
First Vice President, Branch ManagerMorgan Stanley May 2005 - Dec 2012 -
Financial AdvisorMerrill Lynch 2001 - 2005
Allen Smith Skills
Allen Smith Education Details
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Kennesaw State UniversityBachelor Of Science In Communications
Frequently Asked Questions about Allen Smith
What company does Allen Smith work for?
Allen Smith works for Revolt Financial
What is Allen Smith's role at the current company?
Allen Smith's current role is Partner, Revolt Recruiting.
What is Allen Smith's email address?
Allen Smith's email address is as****@****ies.com
What is Allen Smith's direct phone number?
Allen Smith's direct phone number is +167893*****
What schools did Allen Smith attend?
Allen Smith attended Kennesaw State University.
What skills is Allen Smith known for?
Allen Smith has skills like Estate Strategies, Investment Strategies, Risk Assessment, Retirement Income Strategies, Retirement Solutions, Financial Planning, Asset Management, Special Needs Planning, Investment Management, Wealth Planning, Financial Advice, Investments.
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Allen Smith
Managing Partner @ Musa Capital | Venture Capitalist | Gtm Enterprise Sales Advisor | Techstars MentorSan Francisco Bay Area -
Allen Smith
Greensboro, Nc2unifi.com, unifi.com1 (336) 2XXXXXXX
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4cbizmmp.com, zotecpartners.com, hbr-inc.com, weppa.org2 +190428XXXXX
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Allen Smith
Madison, Wi1bakertilly.com -
Allen Smith
New York, Ny
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