Eric Smith, financial advisor Camas WA
89 score

Eric Smith

CRD Number: 5899919
Current Firm: Fisher Investments

Eric Smith (CRD# 5899919) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Aug 2013 - Current 3
Northwestern Mutual Investment Services LLC Ft. Lauderdale, FL Sep 2012 - May 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - May 2013 2
Northwestern Mutual Investment Services, LLC Idaho Falls, ID Jan 2012 - Aug 2012 < 1
Brigham Young University - Idaho Rexburg, ID Aug 2008 - Jul 2012 3
University Courtyard Rexburg, ID Jul 2009 - Jan 2011 1
Ricky Rays Bbq, LLC Rexburg, ID Apr 2010 - Oct 2010 < 1
Allstate Insurance Coral Springs, FL Jun 2008 - Aug 2008 < 1
Latter Day Saints Church Salt Lake City, UT Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Eric S. Smith
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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