Brandon Smith (CRD# 6469065) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Bozeman, MT and has over 8 years of experience in the finance industry. Brandon Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Financial Management, Inc. | Bozeman, MT | Aug 2015 - Current | 8 |
| Professional Financial Management, Inc. | Bozeman, MT | Nov 2014 - Aug 2015 | < 1 |
| Oracle, Inc. | Bozeman, MT | May 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- AK
- CA
- LA
- MT
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AK, CA, LA, MT, TX
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