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Arthur Lee Smith, CLU®, ChFC®

Arthur Lee Smith, CLU®, ChFC®

Wealth Advisor

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. 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