Sammy Smith Jr is a certified financial planner with over 31 years of experience in the finance industry primarily through Waddell & Reed Financial Advisors. Sammy helps his clients improve their financial situation through superior retirement and investment planning, as well as sound insurance protection.
As a financial advisor he provides strategies to improve overall financial strength, reduce taxes and grow assets for his clientele of individuals, families, business owners and professionals who are serious a bout improving their fiscal affairs.
Sammy Smith maintains Series 6, Series 7, Series 63 and Series 65 licenses with LPL Financial, designating him as a securities agent and an investment advisor representative. With these licenses, he can operate in various states throughout the country.
Presenting, Sammy is an Investment Advisor Representative working at LPL Financial LLC in Albany, GA. He is also a part of our financial team at U-VEST® and has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board’s Code of Ethics.
Sammy and his wife, Gwendolyn, make their home in Albany. They have four children and are members of various civic organizations. They attend Union Missionary Baptist Church in Albany, Georgia.