John Smyth, financial advisor Cumberland MD
96 score

John Smyth

CRD Number: 1803757
Current Firm: Cbiz Retirement Plan Advisory Services

John Smyth (CRD# 1803757) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 26 years of experience in the finance industry. John Smyth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cbiz Financial Solutions, Inc. Cumberland, MD Nov 2001 - Current 15
Riggleman,smyth & Assoc.,p.a. Cumberland, MD Nov 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for John R. Smyth
Phone Number: 216-447-9000
Firm Website: http://www.smartplan.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,332
    MILLIONS
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $11,670,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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

AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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