William Earl Smith

Employer firm

Gibbs Wealth Management, LLC CRD 281621

$1.06B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2011 → Present
  Bill Smith Wealth Management, Llc
  Birmingham, AL
• 05/2014 → 06/2019
  Tcm Securities, Inc
  Woodstock, GA
• 06/2019 → 07/2019
  World Equity Group
  Arlington Heights, IL
• 05/2024 → Present
  Gibbs Wealth Management, Llc
  Birmingham, AL
• 05/2014 → 05/2024
  Triumph Wealth Advisors, Inc.
  Birmingham, AL

Previous Registrations

• 2014-05-15 → 2024-06-05
  Triumph Wealth Advisors, Inc.
  Birmingham, AL
  Acworth, GA
• 2011-02-17 → 2014-05-19
  Planmember Securities Corporation
  Vestavia Hills, AL
  Oviedo, FL
  Birmingham, AL
• 2003-03-28 → 2011-01-06
  Valic Financial Advisors, Inc.
  Birmingham, AL
  Birmingham, AL

Other Businesses

BILL SMITH WEALTH MANAGEMENT, LLC INVESTMENT RELATED INSURANCE AGENT 2081 OLD COLUMBIANA RD, STE 26, BIRMINGHAM, AL 35216 12/2010 160 HOURS/MONTH 120 HOURS/MONTH TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-27
• S63 Uniform Securities Agent State Law Examination
  1999-01-09

Other Names

• Bill Smith