Andrew Smith (CRD# 6929030) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 4 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden State Wealth Management, LLC | Beaverton, OR | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Beaverton, OR | Aug 2019 - Current | 4 |
| Consolidated Financial Management Corp. | Beaverton, OR | Jun 2019 - Current | 4 |
| Lpl Financial | Beaverton, OR | Mar 2018 - Aug 2019 | 1 |
| Gonzaga Intramurals | Spokane, WA | Sep 2016 - May 2019 | 2 |
| Gonzaga University | Spokane, WA | Aug 2015 - May 2019 | 3 |
| Consolidated Financial Management Corp. | Beaverton, OR | May 2018 - Aug 2018 | < 1 |
| Skyhawks Sports Academy | Beaverton, OR | Mar 2017 - Sep 2017 | < 1 |
| Nike Employee Store | Beaverton, OR | May 2014 - Dec 2016 | 2 |
| Aloha High School | Beaverton, OR | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CA
- OR
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA, OR, TX
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