Alva Smith (CRD# 2023318) is an Investment Advisor Representative working at Eagle Strategies LLC in Advance, NC and has over 34 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 6683568
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities Inc. | Greensboro, NC | Dec 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- NC
-
Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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