Stephen Smith, financial advisor Ballinger TX

Stephen Smith

CRD Number: 4335408
Current Firm: Raymond James Financial Services Advisors, Inc.

Stephen Smith (CRD# 4335408) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ballinger, TX and has over 23 years of experience in the finance industry.

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Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Texas Country Financial Services Ballinger, TX Jun 2020 - Current 3
Raymond James Financial Services Advisors, Inc. Ballinger, TX Jan 2009 - Current 15
Raymond James Financial Services, Inc. Ballinger, TX Dec 2002 - Current 21
The First National Bank Of Ballinger Ballinger, TX Dec 2002 - Current 21
Texas Country Financial Ballinger, TX Aug 2010 - Jun 2020 9
Sports Officiating Ballinger, TX Dec 2003 - Dec 2019 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for Stephen R. Smith
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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