Joshua Smail (CRD# 4656606) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 20 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Ally Invest Securities LLC | Charlotte, NC | Jul 2021 - Current | 2 |
Key Investment Services | Dayton, OH | Mar 2019 - Jul 2021 | 2 |
Sigma Financial Corporation | Ann Arbor, MI | Jun 2017 - Jan 2019 | 1 |
Spc | Ann Arbor, MI | Jun 2017 - Jan 2019 | 1 |
Unemployed | Macomb, MI | Dec 2016 - May 2017 | < 1 |
Usa Financial | Ada, MI | May 2016 - Nov 2016 | < 1 |
Unemployed | Macomb, MI | Jan 2016 - May 2016 | < 1 |
Bluerock | Southfield, MI | Jul 2015 - Jan 2016 | < 1 |
Flexible Plan Investments | Bloomfield Hills, MI | Aug 2014 - Jul 2015 | < 1 |
Lpl Financial | Rochester, MI | Mar 2014 - Aug 2014 | < 1 |
Talmer Bank And Trust | Rochester, MI | Mar 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- MI
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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