Christopher Smith (CRD# 1278933) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has over 32 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Current | 10 |
| Vicus Capital, Inc. (formerly Pfg Financial Advisors) | State College, PA | Jul 2005 - Current | 18 |
| Marmaras & Smith, LLC | Allentown, PA | Jun 2005 - Current | 18 |
| Cdgsmith LLC | Bedminster, NJ | Nov 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- NJ
- PA
- TX
-
Total Assets Under Management2,255MILLIONS
-
Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- 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
- Pension consulting services
- 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, WY
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