Brian R Smith Earns Exclusive Premier Partners ®️ Recognition within Osaic FA 2024

PHILADELPHIA, Pa., February, 2024 – Brian Smith, distinguished financial planner of Iron Legacy Wealth Advisors, has once again achieved the prestigious Platinum level within Osaic FA PREMIER PARTNERS®️ program, reaffirming his position among the firm’s most elite and top-producing sales professionals, a distinction held by only a select few among the thousands affiliated with Osaic FA.

With an illustrious career spanning 30 years, Smith established Iron Legacy Wealth Advisors, a Birmingham-based financial planning firm, in 2018, showcasing his unwavering commitment to excellence and client-centric service.

Prior to his tenure with Osaic FA, Smith honorably served as an active-duty officer in the US Army from 1988 to 1992, culminating in 21 years of total service across the Active and Reserve components. He earned a Bachelor of Arts degree in English Literature from The Citadel in 1988. Smith holds an array of prestigious certifications, including CERTIFIED FINANCIAL PLANNER™️ Professional (CFP®️), Chartered Retirement Planning Counselor (CRPC), and Certified Business Exit Consultant (CBEC). He also possesses FINRA series 7, 63, and 65 registrations.

The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism, and business production. The Platinum level is awarded to producers that have over $1,000,000 GDC for the previous calendar year.

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