Blair Smith (CRD# 2650126) is an Investment Advisor Representative working at Smith, Blair in Carson City, NV and has over 9 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blair Smith | Carson City, NV | Mar 2021 - Current | 3 |
| Blair Smith | Dana Point, CA | Apr 2016 - Feb 2021 | 4 |
| Blair Smith | Bellingham, WA | Sep 2000 - Mar 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- WA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts9ACCOUNTS
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Average Account Value$314,952
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WA
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