David Smith, financial advisor Clayton MO

David Smith

CRD Number: 708500
Current Firm: Cetera Advisor Networks LLC

David Smith (CRD# 708500) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Clayton, MO and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 8
Smith Financial Group Clayton, MO Jan 1995 - Current 27
Tower Square Securities, Inc. Hartford, CT Feb 1996 - Aug 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
Contact Info for David A. Smith
Phone Number: 310-326-3100
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    50,296
    MILLIONS
  • Total Number of Accounts
    174,993
    ACCOUNTS
  • Average Account Value
    $287,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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