Brian D. Smith
Investment Advisor Representative & Registered Representative at Lpl Financial
Based in Dayton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dayton
Industry
Financial Services
Company size
14K
Contact information
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b•••••••@••••••.com
Phone
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Background
About Brian D. Smith
Brian D. Smith is President and Wealth Management Advisor with Fortress Tactical Wealth Management, LLC. We specialize in serving the needs of individuals who are looking for a comprehensive wealth management process in terms of both financial planning and investment portfolio management. Our passion at Fortress Tactical Wealth Management is to assist clients in creating a roadmap for their financial independence, however they see it. Key Wealth Management Focus Area: Retirement Income Planning Designation: RICP®, Retirement Income Certified Professional. RICP® conferred by The American College. The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. Brian was awarded the Retirement Income Certified Professional® by The American College of Bryn Mawr, Pennsylvania on December 1st, 2014. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. For a list of states in which I am registered to do business, please visit Visit my website @ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of all client experiences.
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