Smith Financial Corporation

SMITH FINANCIAL CORPORATION

Contact Us

107 Kilson Drive, Suite 102

Mooresville, NC 28117

Phone: 704-663-7040
Cell: 704-608-3805

Fax: 704-663-7051

Derek @smithfinancialnc.com

Map and Directions

Welcome to Smith Financial Corporation

Your Business SolutionSmith

We believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so please check our website often for updates.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you may e-mail us at derek@smithfinancialnc.com or call 704-663-7040.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Videos

A dynamic library of videos.
Flipbooks

These magazine-style flipbooks provide helpful information.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Market Watch

July 16, 2018 @ 11:46 AM

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Dow Jones Industrials ETF	+0.0%
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S&P 500 ETF	-0.1%

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Contact Us

107 Kilson Drive, Suite 102

Mooresville, NC 28117

Phone: 704-663-7040
Cell: 704-608-3805

Fax: 704-663-7051

Derek @smithfinancialnc.com

Map and Directions

Derek Smith is licensed in Florida, Maine, Mississippi, North Carolina, Ohio, and South Caroilna to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in Alabama, California, Georgia, Indiana, Maryland, North Carolina, New York, Ohio, Pennsylvania, South Carolina and Virginia, and advisor registered in Alabama, California, Georgia, Indiana, Maryland, North Carolina, New York, Ohio, Pennsylvania, South Carolina and Virginia.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Derek Smith may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Derek Smith that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Derek Smith, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Smith Financial Corporation is not an affiliate of any company of the Principal Financial Group.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.

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