AUMdb
MG

Mark Gregory Smith

CRD 2060446 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Vision Wealth Planning, 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 ↗