Quiltina Smith
Advisor at The Financial T
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Financial T
Location
Stafford, VA
Credentials
Series 63, Series 65
Industry experience
11 years
Expertise
Based on The Financial T
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Initial meeting $500; subsequent meetings $250 per meeting, fees negotiated and capped with no billing more than $500 over 6 months in advance
Account minimum: $100.00 Minimum fee: $100 investment account set-up fee
Location
Stafford, VA
Most active in
Quiltina S has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Tina Smith, The Financial T, LLC
2019 - Present (7 years)
First Command Advisory Services
2015 - 2018 (3 years)
First Command Insurance Services, inc.
2014 - 2018 (4 years)
First Command Financial Planning, Inc.
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Triangle, VA
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