Christine Couvillon Smith

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  The Presley Group
  Denham Springs, LA
• 07/2015 → 01/2017
  Presley Wealth Management, Llc
  Denham Springs, LA
• 07/2015 → 01/2017
  Eqis Capital Management
  Denham Springs, LA
• 01/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2017 → Present
  Presley Wealth Management
  Denham Springs, LA

Previous Registrations

• 2016-11-02 → 2017-01-19
  Presley Wealth Management, Llc
  Denham Springs, LA
• 2015-07-17 → 2016-12-06
  Freedom Investment Management, Inc.
  Denham Springs, LA

Other Businesses

THE PRESLEY GROUP; NOT INVESTMENT RELATED; 170 VETERANS BLVD DENHAM SPRINGS, LA 70726; INSURANCE SALES; OWNER/ INSURANCE AGENT; START DATE 5/2006; 120 HOURS/MONTH; 120 HOURS DURING TRADING; LIFE INSURANCE AND ANNUITY SALES. RENTAL PROPERTY; NOT INVESTMENT RELATED; 170 VETERANS BLVD, DENHAM SPRINGS, LA 70726; RENTAL PROPERTY; AGENT; 3/28/2013; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. NO RESPONSIBILITIES OR DUTIES. I HAVE A MANAGEMENT COMPANY THAT HANDLES ALL ASPECTS OF THE PROPERTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-13

Other Names

• Christy Couvillon Smith
• Christine Couvillon Mott
• Christine Michelle Couvillon
• Christine Couvillon Smith