Primerica Advisors
43yrs
Top advisor by experience in Huntersville
New
Tanner Smith
Financial advisor at Principal Advised Services
Tanner Smith is a fiduciary financial advisor in Huntersville, North Carolina, registered since Jul 2026. Tanner has been with Principal Advised Services since 2026. Principal Advised Services offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
OfficeHuntersville, NC
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$61,426
Advisors at the firm224
States licensed ?1 state
Services through Principal Advised Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowPrincipal Advised ServicesCurrent firm
Contact Tanner
(866) 412-0770Firm headquarters in Des Moines, IA. Ask for Tanner. Huntersville, NCOffice · Get directions YouTube channelPrincipal Advised ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Tanner
Tailored to Tanner’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Tanner
How do I contact Tanner?
Call Principal Advised Services at (866) 412-0770 and ask for Tanner Smith. Tanner works from the Huntersville, NC office.
How long has Tanner been a financial advisor?
Tanner is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Tanner hold?
Series 66. Tap any license on this page to see what it allows.
Is Tanner a fiduciary?
Tanner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tanner paid?
Principal Advised Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Tanner 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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