Broker Check
 
Arthur Lee Smith, CLU®, ChFC®

Arthur Lee Smith, CLU®, ChFC®

Wealth Advisor

Arthur Lee Smith is a Wealth Advisor with Level Four Wealth Management and has over 40 years of investment experience. He is a Chartered Life Underwriter and a Chartered Financial Consultant and holds FINRA Series 7 and 63 registrations with LPL Financial. He specializes in both non-qualified and qualified retirement plan design assistance and distribution planning for retirees.

Experience
Wealth Advisor, Level Four Wealth Management, 2016 - Present
First Allied Securities, 2008 - 2016
Xelan Corporation, 1990 - 2007
Equitable Life Assurance, 1980 - 1990

Education
Louisiana State University, 1976