George Smith, financial advisor Commerce Township MI
89 score

George Smith

CRD Number: 6220059
Current Firm: H.d. Vest Advisory Services, Inc.

George Smith (CRD# 6220059) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Commerce Township, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Children's Home Association Of Illinois Peoria, IL May 2015 - Current 1
Hd Vest Advisory Services Commerce Township, MI May 2014 - Current 2
Hd Vest Investment Services Commerce Township, MI Jul 2013 - Current 3
Integrity Tax Service LLC Commerce Town, MI Jul 2013 - Feb 2016 2
George W. Smith, Jr. Commerce Township, MI Jan 1996 - Jul 2013 17
Motorcity Casino Hotel Detroit, MI Oct 1999 - Jun 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for George W. Smith
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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