Lara “Laney” Smith is our Licensing & Compliance Manager on the securities side of the agency, focusing on the day-to-day support of our Registered Representatives. She manages onboarding, licensing, registrations, audit preparation, and helps maintain clear, compliant processes across the agency.
With prior roles as a Client Relationship Manager and Financial Planner, she brings a practical lens for handling internal workflows and support. Her work centers on growth, structure, and operational integrity.
Laney enjoys life in upstate NY with her family and friends. She’s an avid recreational runner and winter sports enthusiast.
Lara Smith is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC. Lara offers securities and is insurance licensed in New York.
