Matthew Smith (CRD# 5922356) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Carmel, IN and has over 12 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halter Ferguson Financial, Inc. | Carmel, IN | May 2023 - Current | < 1 |
| Good Soil Investment Management, LLC | Novato, CA | May 2021 - Apr 2023 | 1 |
| Cms Energy Corporation | Jackson, MI | Apr 2013 - May 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
| S63 | Uniform Securities State Law Examination | Aug 2011 |
- IN
-
Total Assets Under Management378MILLIONS
-
Total Number of Accounts880ACCOUNTS
-
Average Account Value$429,820
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, NH, SC, TX
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