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Roderic S
Series 63, Series 66
Rancho Mirage, CA
Raymond James Financial
Roderic Smith Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Raymond James Financial Services since 2020 and previously spent eight years at Wells Fargo Advisors. Outside of his advisory role, he is the owner of Advanced Planning Wealth Management Group in Newport Beach, CA. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliations not common among large institutional advisors.
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