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Anthony Smith's email & phone

Position:Lead Advisor at Peak360 Wealth Management, LLC
Experience:9 years
Location:United States

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Work Experience

Lead Advisor at Peak360 Wealth Management, LLC

Jul 2025 - Current

Senior Financial Planner at Consilium Wealth Management Ltd

Dec 2024 - Feb 2025

Financial Advisor at Lodestar Private Asset Management

Jun 2018 - Dec 2024

Associate Financial Planner at JW Harrison

Jun 2018 - Jun 2020

Financial Planning Intern at Keystone Asset Management

May 2017 - Aug 2017

Anthony Smith started working in 2017, then the employee has changed 4 companies and 4 jobs. On average, Anthony Smith works for one company for 1 year 11 months.

Education

Bachelor's degree at Virginia Tech

Skills

Time Management, Financial Advisory, Microsoft Office, Portfolio Management, Social Media, Teamwork, Wealth Accumulation, Microsoft Word, Wealth Management Services, Financial Planning, PowerPoint, Leadership, Multi-generational Planning, Microsoft Excel, Customer Service, Retirement Planning

Frequently Asked Questions

What is Anthony Smith's minimum period of employment in the companies?

Anthony Smith's minimum period of employment in various companies is 2 months.

What is Anthony Smith's average duration of employment for different companies?

On average, Anthony Smith works for one company for 2 years 3 months

What industries has Anthony Smith worked in?

Anthony Smith works in the Financial Services. Previously, Anthony Smith worked in the Investment Management.

What positions has Anthony Smith held before?

Previously, Anthony Smith worked as a Senior Financial Planner, and Financial Advisor, and Associate Financial Planner, and Financial Planning Intern.

How do I contact Anthony Smith?

Anthony Smith's email address is a**@peak360wealth.com, phone number is +1-***-***-5726. Sign up to get contact details.

Who are Anthony Smith's peers at other companies?

Anthony Smith's peers at other companies are Kimberly Cox and Gunel and Renad Naghiev

Anthony Smith Namesakes

Name
Company
Position
A
Parts Counter Salesperson
A
Army National Guard, FL
IT Specialist

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Practice Manager to Elizabeth Husserl, Founder, Wealth Advisor & Author of The Power of Enough

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