Brad Smith, Financial Advisor located in Littleton, NC

Financial Advisor
Brad Smith

MA, ChFC®, AAMS®, CRPC™, AWMA®
2111 Eaton Ferry Road, Littleton, NC 27850opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets
  • Cooking
  • Fishing

Team Members

  • Angie Acree
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(252) 629-2555

Fax

(855) 716-7765

Office Address

2111 Eaton Ferry Road
Littleton, NC 27850opens in a new window

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