Lake Smith is on the Operations team at AdvicePeriod. The operations team’s focus is on the ongoing account maintenance for all of our advisors’ clients. Our professionals execute trades, wires, transfers, and all day to day administration for our clients – allowing our advisors to spend more time with their clients.
Prior to AdvicePeriod, Lake was a part of a nationally recognized RIA where he provided advisor support and spearheaded institutional sales and marketing efforts. Previously, he was a Financial Consultant providing support and guidance to retail clients and assisted in creating personal and family investment plans. He also served as a Staff Assistant to former United States Senator Jim Webb.
Lake earned his B.S. in Government & International Relations, along with a Minor in Business Administration from George Mason University and holds his FINRA Series 65 license.
In his spare time, Lake enjoys working out, discussing world events with friends and family, and supporting the Washington Redskins.