Brian Richard Smith

Current Employers

Employment History

• 06/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  Birmingham, AL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2003-06-04 → 2025-01-24
  Osaic Fa, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

1.BRIAN SMITH 201 OFFICE PARK DRIVE SUITE 300 BIRMINGHAM AL 35223 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE AND INSURANCE PORTION OF HEALTH SAVINGS ACCOUNTS. START DATE: 6-1-92 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2. BRIAN SMITH, 201 OFFICE PARK DRIVE SUITE 300, BIRMINGHAM, AL 35223 CATEGORY : LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: FOR CLIENTS THAT REQUEST IT, WE WILL SEND IT TO WELCOME FUNDS TO SHOP IT OUT AND FIND THE BEST DEAL FOR THE LIFE SETTLEMENT START DATE: 12/22/2014 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 WEBSITE ADDRESS: NONE 3. IRON LEGACY WEALTH ADVISORS 201 OFFICE PARK DRIVE BIRMINGHAM, AL 35223 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH COMMISSION-BASED GROUP BENEFITS. START DATE: 07/2019 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160. 4. AGRIBUSINESS SUCCESSION ADVISORS, LLF DBA ASA 201 OFFICE PARK DRIVE, SUITE 300, BIRMINGHAM, AL 35223 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 10/2/2023 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15

Exams

• S66 Uniform Combined State Law Examination
  2003-05-01
• S65 Uniform Investment Adviser Law Examination
  1999-10-13
• S63 Uniform Securities Agent State Law Examination
  1992-08-19

Designations

Other Names

• Brian R Smith