AUMdb
GW

Garrett Wade Smith

CRD 6103211

Firms

FirmRoleAs of
Lincoln Investment Planning, Llc Registered representative 07/20/2026
Capital Analysts, Llc Registered representative 07/20/2026
Shepherd Financial Investment Advisory Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗