Timothy
Smith
Broad Reach Capital LLC
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About this Advisor
Timothy Smith is a financial advisor based in Raleigh, North Carolina, working with Broad Reach Capital LLC. Timothy has previously held positions at Broad Reach Capital, Tim Smith & Associates Insurance, Inc, Wilmer And Lee P.A, Shelby County District Attorney's Office, Equal Employment Opportunity Commission, Court Of Appeals Of Georgia, Law Office Of Arthur Chip Bell, Southwind Plantation, Auburn University, and Cumberland School Of Law Of Samford University. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Timothy is part of Broad Reach Capital LLC, which operates one office and employs four individuals. The firm manages $126.0 million in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Broad Reach Capital LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Broad Reach Capital LLC Brokerage Details
$125,952,819
4
30
$4,198,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Timothy Smith Work History
Broad Reach Capital
Tim Smith & Associates Insurance, Inc
Wilmer And Lee P.A
Shelby County District Attorney'S Office
Court Of Appeals Of Georgia
Equal Employment Opportunity Commission
Cumberland School Of Law Of Samford University
Law Office Of Arthur Chip Bell
Southwind Plantation
Auburn University
Disclosures
Please visit the SEC profile of Timothy Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Broad Reach Capital LLC
Raleigh, NC
Raleigh, NC
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