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Arthur Lee Smith, CLU®, ChFC®

Arthur Lee Smith, CLU®, ChFC®

Wealth Advisor

Crescent Capital Management Website

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.

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

Education
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.