Primerica Advisors
44yrs
Top advisor by experience in Lakewood
1yr
Based in Lakewood, Colorado, Shane Smith is a financial advisor with 1 year of industry experience. Shane has been with Foothills Investments since 2025. Shane holds the CFA designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeLakewood, CO
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Foothills Investments
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
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.
None listed.
Career
- Jul 2025 – nowFoothills Investments, L.L.C.Current firm
Contact Shane
(303) 578-0276Foothills Investments main office Lakewood, COOffice · Get directions Firm websitefoothillsaccountants.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Shane
Tailored to Shane’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Shane
How do I contact Shane?
Call Foothills Investments at (303) 578-0276 and ask for Shane Smith. Shane works from the Lakewood, CO office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Shane hold?
No exams are listed on the official record.
Is Shane a fiduciary?
Shane is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Shane paid?
Foothills Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Shane 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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