Advisor at Smith, Brown & Groover, Inc.
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
Smith, Brown & Groover, Inc.
Location
Macon, GA 31210-5039
Credentials
Series 63, Series 65
Industry experience
44 years
Raymond Smith Jr. is a financial advisor at Smith, Brown & Groover, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1992. Outside of his advisory role, he serves on the boards of Purefy.com and Goodwill of Macon and is involved with a tire stem manufacturing venture, TWISTEM.COM, on a voluntary basis. Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and tailors portfolios using technical, fundamental, and cyclical analysis, generally pursuing long-term stock holdings and institutional or F-/C-class mutual fund share classes.
Based on Smith, Brown & Groover, Inc.
1.0% of assets under management per annum, payable quarterly (.0025 per quarter)
Account minimum: $50,000
4001 Vineville Avenue
Macon, GA 31210-5039
Georgia · North Carolina · Ohio · Tennessee
Smith, Brown & Groover Inc
2024 - Present (2 years)
Smith, Brown & Groover Inc
1992 - 2024 (32 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Macon, GA
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Series 65
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Series 63, Series 65
Macon, GA
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Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
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