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Charleston, WV

Greg Smith

CFP®

Associate Wealth Advisor

101 Washington St E, Suite 120
Charleston, WV 25301

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
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