George Smith, financial advisor Cleveland OH

George Smith

CRD Number: 2427767
Current Firm: Vantage Financial Group, Inc.

George Smith (CRD# 2427767) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 10
Vantage Financial Group, Inc. Cleveland, OH Aug 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
Contact Info for George D. Smith
Phone Number: 216-642-7878
Firm Website: http://www.vanfin.com/
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    720
    MILLIONS
  • Total Number of Accounts
    2,461
    ACCOUNTS
  • Average Account Value
    $292,679
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
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, IL, IN, LA, MD, MI, NC, NY, OH, PA, SC, TX

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