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Darden Winston Smith

Advisor at LPL Financial — South Boston, VA Cherry Street

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

South Boston, VA 24592

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,480 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Darden Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

South Boston, VA Cherry Street

210 Cherry Street

South Boston VA 24592

Advisors at this office

1

Most active in

Virginia

Work history

34 years of industry experience

LPL Financial

2022 - Present • 4 years

South Boston, PA

Equitable Advisors

1999 - 2022 • 23 years

New York, NY

AXA Advisors, LLC

1999 - 2020 • 21 years

New York, NY

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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Michelle F

Series 66

South Boston, VA

Verus Capital Partners, LLC

Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including LPL Financial, LLC and Avantax. Outside of advising, Fulcher is a notary and has been involved in administrative support roles within her firm. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses fundamental and technical analysis to create customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Nancy L

Series 66

South Boston, VA

Edward Jones

Nancy Long is a financial advisor with Edward Jones in South Boston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Cameron S

Series 66

South Boston, VA

Edward Jones

Cameron Starke is a Series 66 licensed financial advisor with Edward Jones in South Boston, VA, and has 8 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Lenovo and CTG. Outside of his advisory role, he is a silent partner in a restaurant located in Halifax, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Mary P

Series 66

South Boston, VA

Edward Jones

Mary Popek is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021, following prior roles at Truist and the Halifax County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Chris B

Series 63, Series 66

South Boston, VA

Raymond James Financial

Chris Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked with Raymond James since 2020 and previously spent seven years with Infinex Investments, Inc. Bailey also serves as Vice President and lead financial advisor of the investment division at Benchmark Financial Solutions, a support company affiliated with Benchmark Community Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports these through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Chelsey W

Series 66

South Boston, VA

Edward Jones

Chelsey Washo is a Series 66-licensed financial advisor with Edward Jones in South Boston, VA, with nine years of industry experience. She has been with Edward Jones continuously since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated financial products. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

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