LPL Financial
47yrs
Top advisor by experience in South Carolina
19yrs
Daniel Smith
Full name on record: Daniel Gregory Smith
Financial advisor at First Citizens Investor Services
Daniel Smith is a fiduciary financial advisor in Columbia, South Carolina, with 19 years in the industry. After three years at First Citizens Asset Management and five years at BB&t Investment Services, Daniel joined First Citizens Investor Services in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Daniel holds the CFP® designation.
One of 539 advisors with offices in Columbia, and one of 497 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors at First Citizens Investor Services
Office1212 Main St, Columbia, SC 29201
How the firm is paid ?Percent of assets
Typical client at the firm ?$344,524
Advisors at the firm406
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – now
- 2016 – nowFirst Citizens Investor Services, Inc.Current firm
- 2012 – 2016First Citizens Asset Management, Inc.Previously
- 2007 – 2012BB&t Investment Services, Inc.Previously
Contact Daniel
(800) 229-0205Firm headquarters in Raleigh, NC. Ask for Daniel. 1212 Main StColumbia, SC 29201Office · Get directions Firm websiteWWW.FIRSTCITIZENS.COM/wealth
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Daniel
How do I contact Daniel?
Call First Citizens Investor Services at (800) 229-0205 and ask for Daniel Smith. Daniel works from the Columbia, SC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. More experience than 64% of advisors at First Citizens Investor Services.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Daniel 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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