Aspen Smith (CRD# 7133331) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Butler, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2775804
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Current | 3 |
| Eat N Park | Moon Township, PA | Oct 2020 - May 2021 | < 1 |
| Martin's | Altoona, PA | Jun 2020 - Apr 2021 | < 1 |
| Unemployed | Williamsburg, PA | Mar 2020 - Jun 2020 | < 1 |
| Pmg Wealth Strategies, LLC | Moon Township, PA | May 2019 - Mar 2020 | < 1 |
| Rmu Campus Recreation Center | Moon Township, PA | Jan 2019 - May 2019 | < 1 |
| Unemployed | Williamsburg, PA | Jun 2018 - Jan 2019 | < 1 |
| Kohls | Altoona, PA | Nov 2017 - Jun 2018 | < 1 |
| Williamsburg Oip | Williamsburg, PA | Apr 2017 - Oct 2017 | < 1 |
| Unemployed | Williamsburg, PA | Sep 2016 - Apr 2017 | < 1 |
| Delgrosso's Amusement Park | Tipton, PA | May 2015 - Sep 2016 | 1 |
| Unemployed | Williamsburg, PA | Feb 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- PA
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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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