Anthony Smart (CRD# 2745756) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Hampden, ME and has over 13 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 7006724
Bcd Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual/united Of Omaha Insurance Company | Hampden, ME | Jul 1995 - Current | 28 |
Mutual Of Omaha Investor Services, Inc. | Braintree, MA | Jul 1995 - Current | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- ME
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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