CONSORTIUM MEMBER SINCE 2014

R. Mark Smith

LUTCF

R. M. Smith & Associates, Inc.
2110 Powers Ferry Rd, Suite 400
Atlanta, GA 30339

Phone  |  770-650-1122
Fax  |  770-587-4416
E-mail  |  mark@rmsmithandassociates.com
www.TheBrainTrust.net



Member Profile

Client Vision

Mark has been in the financial services industry since 1994. During this time, he has been providing families, individuals and small businesses with sound financial strategies to address their goals & objectives. Mark seeks to provide the optimal planning experience for his clients, for both their current needs and future goals. He believes that client relationships are as important as the planning process itself and is committed to providing his clients with ongoing direction now and for years to come.


Areas of Expertise

  • Retirement Income Planning
  • Investment Management
  • Income Planning
  • Estate Planning
  • Annuity Analysis
  • Life Insurance Analysis
  • Long-Term Care Planning

Education/Certification

  • Life Underwriter Training Council Fellow (LUTCF)
  • FINRA Series 6, 7, & 63 held with LPL Financial, Series 65 & 66 held with IFG Advisory, LLC
  • Life & Health Insurance Licenses in GA, AL, IL, ME, NC, OK, TX
  • Bachelor of Science in Interdisciplinary Studies, University of South Carolina
  • Member of the National Association of Insurance & Financial Advisors
  • Member of the Atlanta Association of Insurance & Financial Advisors

Outside The Office

When Mark isn’t working, he enjoys playing golf and spending time with his family. He lives in Atlanta with his wife, Megan and their two daughters, Lucy & Tatum.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.