Sonia Holz-Smith, financial advisor Clarksville TN
93 score

Sonia Holz-Smith

CRD Number: 4479687
Current Firm: U.s. Bancorp Investments, Inc.

Sonia Holz-Smith (CRD# 4479687) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Clarksville, TN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Clarksville, TN Feb 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Sonia L. Holz-Smith
Phone Number: 800-888-4700
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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