Perry Smith (CRD# 1279211) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellevue, WA and has over 39 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2007 - Current | 16 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2007 - Current | 16 |
| Perry L. Smith Consulting | Bellevue, WA | Aug 1990 - Current | 33 |
| Perry L. Smith Consulting - Registered I | Bellevue, WA | Aug 1989 - Current | 34 |
| Travelers Ins. Company | Hartford, CT | Jun 1977 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
- WA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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