Timothy Smith, financial advisor Boise ID

Timothy Smith

CRD Number: 4253514
Current Firm: Usa Financial Securities Corporation

Timothy Smith (CRD# 4253514) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Boise, ID and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial Securities Ada, MI Nov 2020 - Current < 1
Financial Ark Builders Boise, ID Oct 2020 - Current < 1
The Investment Center, Inc. Meridian, ID Jan 2006 - Nov 2020 14
Ic Advisory Services, Inc. Meridian, ID Jan 2006 - Nov 2020 14
Diversified Financial Concepts, LLC Boise, ID Aug 2003 - Nov 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Timothy R. Smith
Phone Number: 888-407-8198
Registered State(s):
  • CO
  • ID
  • NM
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    1,421
    ACCOUNTS
  • Average Account Value
    $132,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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