Catherine Smith (CRD# 5231538) is an Investment Advisor Representative working at Catherine R. Smith, Financial Planner, LLC in Anchorage, AK and has 1 year of experience in the finance industry. Catherine Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catherine R. Smith, Financial Planner, LLC | Anchorage, AK | Oct 2006 - Current | 17 |
| Catherine R. Smith, Cpa | Anchorage, AK | Jun 1988 - Current | 35 |
- AK
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$573,819
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AK
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