Kameron Smith, financial advisor Dayton OH
90 score

Kameron Smith

CRD Number: 6103216
Current Firm: Lifeplan Financial Group, Inc.

Kameron Smith (CRD# 6103216) is an Investment Advisor Representative working at Lifeplan Financial Group, Inc. in Dayton, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lifeplan Financial Group, Inc. Miamisburg, OH Apr 2013 - Current 5
Lifeplan Financial Group, Inc. Miamisburg, OH Jan 2013 - Apr 2013 < 1
Sherwin Williams Dayton, OH Nov 2009 - Jan 2013 3
Unemployed - Student Fairborn, OH Aug 2009 - Nov 2009 < 1
Dairy Queen St. Mary's, OH Feb 2009 - Aug 2009 < 1
New Knoxville High School New Knoxville, OH Jul 2008 - Feb 2009 < 1
Unemployed - Student New Knoxville, OH Jan 2004 - Jul 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kameron T. Smith
Phone Number: 937-438-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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