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Dalton Smith

Advisor at Primerica Advisors

Updated today

Location

Henderson, TX

Credentials

Series 66

Industry experience

1 year

About

Dalton Smith is a Series 66-licensed advisor with Primerica Advisors and has one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of financial advising, he is the author of a book titled *The Mech*. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

Henderson, TX

Most active in

Texas

Work history

Park Avenue Securities

2025 - Present (1 year)

Guardian Life Insurance Company

2025 - Present (1 year)

Guardian Life Insurance Company

2025 - Present (1 year)

Park Avenue Securities

2025 - Present (1 year)

Game Changing Benefit CB

2024 - 2025 (1 year)

Innovation Partners LLC

2024 - 2025 (1 year)

Rent-a-trailer

2023 - 2025 (2 years)

Home Rental OMO

2018 - 2025 (7 years)

Contracting OMO

2010 - 2025 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Shane A

Series 63, Series 65

Henderson, TX

Momentum Independent Network Inc.

Shane Abernathy is a financial advisor with Momentum Independent Network Inc. in Henderson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc., Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm employs a platform model utilizing third-party managers and Envestnet for model delivery and account management, with notable integration with Hilltop affiliates for municipal bond strategies and cash management features.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan B

Series 63

Henderson, TX

Jaffe Tilchin Investment Partners, LLC

Jonathan Best is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and Parkway Wealth Management Group. Outside of advisory work, he owns BFG Global, Inc. and operates Jon Best Farms, an agricultural business. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing portfolio management, financial planning, and institutional consulting. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages discretionary and non-discretionary accounts, with notable involvement in private fund advisory and related operational services.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired

Jeb H

Series 63, Series 66

Henderson, TX

Edward Jones

Jeb Howard is a financial advisor with Edward Jones in Henderson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a 25% owner of Barnhardt Creek Properties, a partnership based in Henderson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Laney A

Series 66

Henderson, TX

Edward Jones

Laney Arrington is a financial advisor at Edward Jones with a Series 66 designation and two years of experience. Prior to joining Edward Jones, Laney worked in the restaurant industry and education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Charles H

CFP®, Series 66

Henderson, TX

Edward Jones

Charles Hutto Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in music as a live performer and songwriter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam D

CFP®, ChFC®, Series 66

Henderson, TX

LPL Financial

Adam Duey is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, he worked at Next Financial Group, INC for 17 years. Outside of his advisory role, he owns and operates two agricultural businesses, Graze Cattle Company, LLC and Arden Jack Ranch. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with various product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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