SmithSandlin Wealth Planning
Financial Services • 
Raleigh, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 3700 Glenwood Ave, Suite 400, Raleigh, North Carolina 27612, US |
| Phone number | +19842682999 |
| Websites | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at SmithSandlin Wealth Planning
Kyle Smith
Senior Vice President
SmithSandlin Wealth Planning Email Formats
SmithSandlin Wealth Planning uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@lplfinancial.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lplfinancial.com | 83.3% |
{first initial}.{last name} | j.doe@lplfinancial.com | 16.7% |
About SmithSandlin Wealth Planning
We're passionate about achieving your goals. Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with SmithSandlin Wealth Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
SmithSandlin Wealth Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
SmithSandlin Wealth Planning has never raised funding before.
France
United Kingdom
Germany
Frequently asked questions
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