Thomas Lamar Smith

Current Employers

Employment History

• 12/1992 → 09/2025
  Avantax Investment Services, Inc.
  Gadsen, AL
• 11/1993 → 09/2025
  Avantax Advisory Services
  Gadsen, AL
• 09/2011 → 10/2020
  Kiwanis Secretary
  Gadsden, AL
• 06/2019 → 09/2025
  Avantax Insurance Services, Llc
  Gadsden, AL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Gadsden, AL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-10-25 → 2025-09-05
  Avantax Advisory Services
  Gadsden, AL

Other Businesses

1) L&S Properties, LLC~'NIR'~414 S 4th Street~Gadsden~AL~35901~Rental Property Owner/Management~Partner/General Partner~12/7/2009~1hrs~0hrs~Managing Member Family LLC that owns farmland in Cherokee County Alabama rented to farmer on a flat rent per acre arrangement 2) Lamar Smith, Landlord~'NIR'~414 South 4th Street~Gadsden~AL~35901~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2010~1hrs~0hrs~Residential real estate rental 3) T. Lamar Smith~'NIR'~414 S 4th Street~Gadsden~AL~35901~Tax Preparation/Accounting~Tax Preparation/Accounting~12/7/2009~20hrs~16hrs~Prepare personal Form 1040 and state income tax returns 4) KIWANIS SECRETARY/TREASURER POSITION: Secretary/Treasurer NATURE: Civic Club Secretary and Treasurer. Maintain member roster, meeting attendance, bill member dues, collect member dues and deposit to club checking account. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/10/2023 ADDRESS: 414 South 4th Street, Gadsden AL 35901, United States DESCRIPTION: Civic Club Secretary and Treasurer. Maintain member roster, meeting attendance, bill member dues, collect member dues and deposit to club checking account. 5)T. LAMAR SMITH, CFP D/B/A S&S FINANCIAL POSITION: Tax Preparation/Financial Services NATURE: Tax Preparation/Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 12/07/2009 ADDRESS: 414 S 4th Street, Gadsden AL 35901, United States DESCRIPTION: Prepare personal Form 1040 and state income tax returns & financial services 6) KIWANIS SECRETARY/TREASURER POSITION: Secretary/Treasurer NATURE: Civic Club Secretary and Treasurer. Maintain member roster, meeting attendance, bill member dues, collect member dues and deposit to club checking account. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/10/2023 ADDRESS: 414 South 4th Street, Gadsden AL 35901, United States DESCRIPTION: Civic Club Secretary and Treasurer. Maintain member roster, meeting attendance, bill member dues, collect member dues and deposit to club checking account.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-25

Designations

Other Names

• Lamar Smith
• Thomas Smith