Advisors at this firm
Christopher S
CFP®, Series 66
Covington, LA
Smith Securities LLC
Christopher Smith is a CFP® with 10 years of industry experience and is a principal at Smith Securities LLC in Covington, LA. He previously worked at Hancock/Whitney Investment Services, Inc. for two years before joining Smith Securities in 2017. Smith Securities provides advisory services to individual and high-net-worth clients through portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading and tailored recommendations using fundamental analysis and modern portfolio theory, while conducting due diligence before referring clients and requiring a specified custodian arrangement.
Thomas H
Series 63, Series 65
Covington, LA
Smith Securities LLC
Thomas Hughs is a financial advisor at Smith Securities LLC in Covington, LA, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at Consortium Private Wealth LLC, The Prudential Insurance Company of America, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves on the boards of several social and nonprofit Mardi Gras organizations in Louisiana. Smith Securities provides advisory services primarily to individual and high-net-worth clients, focusing on portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading strategies and tailored recommendations based on fundamental analysis and modern portfolio theory, without managing assets internally.
Jeremy B
Series 63, Series 65
Plymouth, WI
Smith Securities LLC
Jeremy Burri is a financial advisor at Smith Securities LLC with 16 years of industry experience. He previously worked for Veritas Financial for 15 years before joining Smith Securities in 2024. In addition to his advisory role, Burri is an independent contractor for Reliance Accounting and Tax Services, participating in a joint venture under the name Veritax Alliance Group. Smith Securities provides advisory services to individual and high-net-worth clients through portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading and tailored recommendations based on fundamental analysis and modern portfolio theory, while conducting due diligence before directing clients to outside managers.
