Advisor at Smith, Moore & Co.
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, Moore & Co.
Location
Brandon, MS 39042
Credentials
Series 63, Series 65
Industry experience
42 years
Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.
Based on Smith, Moore & Co.
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
190 Gateway Drive, Suite C
Brandon, MS 39042
Mississippi
Smith, Moore & Co.
2020 - Present (6 years)
Raymond James Financial
2009 - 2020 (11 years)
PriorityOne Insurance Agency, Inc.
2008 - 2020 (12 years)
Priority One Bank
2007 - 2020 (13 years)
Raymond James financial Services
2007 - 2020 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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