Arthur Lee Smith is a Wealth Advisor with Crescent Capital 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 Harbor Financial Services, LLC. He specializes in both non-qualified and qualified retirement plan design assistance and distribution planning for retirees.
Wealth Advisor, Level Four Advisory Services, 2016 - Present
First Allied Securities, 2008 - 2016
Xelan Corporation, 1990 - 2007
Equitable Life Assurance, 1980 - 1990
Louisiana State University, 1976
Securities offered through Harbor Financial Services, LLC, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Level Four Advisory Services, LLC, Crescent Capital Management and Harbor Financial Services, LLC are separate but related entities.