AS
AS

Anthony William Smart

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

Loading...

Location

Hampden, ME

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is an insurance agent selling life, health, and annuities since 1995. He also participates in Mutual of Omaha Mortgage Lead Incentive Program, dedicating minimal time to submitting mortgage leads.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
July 2018 - Present · 7 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
September 1996 - Present · 29 yrs 5 mos
State Registrations2 states
MENC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony William Smart - Financial Advisor | TrueAdvisor