Aaron SmithCRD Number: 4129234
Current Firm: Smith Company Financial Advisors / Fusion Funds
Aaron Smith (CRD# 4129234) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 22 years of experience in the finance industry.
Raymond James & Associates, Inc.
Bluepoint Wealth Advisors
Householder Group Estate & Retirement Specialists
|Securities Service Network, Inc.||Chino Hills, CA||Feb 2003 - Current||19|
|Private Wealth Asset Management||Chino Hills, CA||Dec 2002 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
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