Nautical Star Financial Group
45yrs
Top advisor by experience in Weatherford
27yrs
Bryan Smith
Financial advisor at LPL Financial
Bryan Smith has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Weatherford, Texas. After a year at Osaic Wealth and two years at Woodbury Financial Services, Bryan joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. Bryan holds the CFA designation.
One of 64 advisors with offices in Weatherford, and one of 58 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Texas
Office208 North Main St Suite 200, Weatherford, TX 76086
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- Jan 2024 – Oct 2024Osaic Wealth, Inc.Previously
- Mar 2022 – Jan 2024Woodbury Financial Services, Inc.Previously
Contact Bryan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Bryan. 208 North Main St Suite 200Weatherford, TX 76086Office · Get directions Facebook pageLPL Financial
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call LPL Financial at (704) 733-3300 and ask for Bryan Smith. Bryan works from the Weatherford, TX office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1999, about 27 years. Top 19% by experience in Texas.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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