Elizabeth Smith is a control person of L & W Financial and directly owns between 50% and 75% of it.
L & W Financial is an investment adviser based in College Station, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $207 million, as filed on 13 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6705770
- Firm
- L & W Financial · CRD 285310
- Role
- Member
- In role since
- March 2004 · 22 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- College Station, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Smith work?
Elizabeth Smith has held the title Member at L & W Financial, LLC since March 2004, and is a control person of the firm.
How can I verify Elizabeth Smith’s record?
Elizabeth Smith’s role is listed on L & W Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285310.