Mark SmithCRD Number: 5980364
Current Firm: Prudential Financial Planning Services
Mark Smith (CRD# 5980364) is an Investment Advisor Representative working at Prudential Financial Planning Services in Brentwood, TN and has over 6 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Corvus Capital Management LLC
|The Prudential Insurance Company Of America||Brentwood, TN||May 2013 - Current||4|
|Pruco Securities, LLC||Brentwood, TN||May 2013 - Current||4|
|Metlife Securities, Inc.||Franklin, TN||Sep 2011 - May 2013||1|
|Gospel Light||Ventura, CA||Feb 2000 - Aug 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV
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