Zachary Lee Smith

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 01/2022
  Fnbo
  Lincoln, NE
• 01/2022 → Present
  Raymond James Financial Services, Inc.
  Omaha, NE
• 01/2022 → Present
  First National Bank Of Omaha
  Lincoln, NE
• 04/2024 → Present
  Raymond James Financial Services Advisor's , Inc
  Lincoln, NE

Other Businesses

(1)Name of Business: First Investments and Planning Address: 6600 S 27th St, Lincolnl, NE, 68512, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Associate. Daily Office admin tasks (2)Name of Business: First National Bank of Omaha Address: 6600 S 27th St, Lincoln, NE, 68512, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Associate. normal office admin daily tasks.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-27

Other Names

• Zach Smith