Isaiah Smith II

Isaiah Smith II has a diverse work experience in the financial industry. Isaiah started their career at Nationsbank, where they worked in Directed Trades & Customer Clearing, ensuring the accuracy of accounts and collaborating with brokers and Federal DTC Cashiers. Isaiah then moved on to First Union National Bank, where they served as a Licensed Financial Specialist, assisting clients with investment strategies and managing portfolios. Isaiah later became a Relationship Manager, building and maintaining business relationships with a large client base.

In 2004, Isaiah joined Financial Independence Group as the Director of Marketing and Sales in the annuity division, where they trained and developed a team of internal wholesalers, contributing to a significant increase in annual annuity revenue. Isaiah then transitioned to Regal Investment Advisors as an Investment Advisor Representative, providing financial advice to clients.

Isaiah's most recent positions include Vice President of Annuity Sales and subsequently Senior Vice President of Annuity Sales/Financial Services at The Assurance Group. Currently, they work as an Investment Advisor Representative at Alphastar Capital Management, LLC.

Isaiah Smith II attended the University of North Carolina at Charlotte from 1990 to 1995, where they earned a Bachelor of Science degree in Business Administration with a concentration in Marketing. Additionally, they hold a Series 65 License, but the institution and the specific date of attainment are not provided.