Frederick SmidsCRD Number: 5947129
Current Firm: Retirement Wealth Advisors, Inc.
Frederick Smids (CRD# 5947129) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Beaumont, TX and has over 6 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Vsr Advisory Services
Bluechip Financial Planning, Inc.
|Retirement Wealth Advisors, Inc.||Beaumont, TX||Oct 2014 - Current||3|
|Security And Wealth Management Inc.||Beaumont, TX||May 2011 - Current||6|
|Fred Smids, Self Employed||Beaumont, TX||Aug 2000 - Current||17|
|Horter Investment Management, LLC||Beaumont, TX||Jun 2011 - Oct 2014||3|
|Physicians Mutual Ins. Company||Beaumont, TX||Jun 2000 - May 2011||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management665MILLIONS
Total Number of Accounts5,954ACCOUNTS
Average Account Value$111,674
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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