Broker Check

Brian R. Smith Achieves Prestigious Top of the Table MDRT Qualification for 2024


Birmingham, AL, January 2024 — Brian R. Smith of Iron Legacy Wealth Advisors in Birmingham, AL has once again qualified for Top of the Table, reaffirming his coveted milestone achievement within the Million Dollar Round Table (MDRT). Brian R. Smith’s ongoing membership continues to equip him with invaluable tools and resources to better serve his local community.

 

Top of the Table remains an internationally recognized mark of excellence, a testament to Smith's sustained success in the financial services industry. This places him among the elite professionals in the fiercely competitive global life insurance and financial services sectors.

 

Brian holds the esteemed “CERTIFIED FINANCIAL PLANNER™” Practitioner (CFP®) certification, as well as the (CRPC®), Certified Retirement Planning Counselor, (CBEC®), Certified Business Exit Consultant, and (AIF®), Accredited Investment Fiduciary* designations.

 

“Top of the Table is comprised of the best and brightest professionals our industry has to offer,” said Randy Scritchfield, CFP®, LUTCF, MDRT President. “MDRT hopes to continue to foster a culture of excellence and encourage members to grow both personally and professionally.”

 

Since its establishment in 1927, MDRT has steadfastly provided its members with unparalleled networking opportunities and resources, enabling them to acquire fresh insights to address clients’ unique needs effectively. Collaborating with an MDRT member not only connects clients with a highly reputable financial advisor but also grants access to an unparalleled global network spanning 69 nations and territories.

 

For further information, please reach out to Brian R. Smith at 205.612.4507 or brian.smith@lfg.com.

 

About MDRT

 

Established in 1927, MDRT, The Premier Association of Financial Professionals®, remains a global, independent organization comprising the world's foremost life insurance and financial services professionals from over 500 companies across 72 nations and territories. MDRT members consistently exhibit exceptional professional knowledge, uphold rigorous ethical standards, and deliver outstanding client service. MDRT membership is universally recognized as the hallmark of excellence in the life insurance and financial services industry. For additional details, please visit www.mdrt.org and follow us on Twitter @MDRtweet.

 

The Million Dollar Round Table membership is independently administered by The Premier Association of Financial Professionals®. Members must achieve a specified level of premium, commission, or income throughout the year while adhering to stringent ethical guidelines. Brian R. Smith initially applied for membership, accompanied by a fee of $1,150 to join Top of the Table. No additional fees were incurred for promotional purposes.

 

Contact Information

 

Brian R. Smith, CFP®, CRPC®, AIF®*,CBEC®

201 Office Park Drive, Suite 300

Birmingham, AL 35223

205-612-4507

 

Brian R Smith is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies. Iron Legacy Advisors is a marketing name for registered representatives of Lincoln Financial Advisors.

 

*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.

 

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