Kameron SmithCRD 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 2 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Lifeplan Financial Group, Inc.||Miamisburg, OH||Apr 2013 - Current||3|
|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|
Total Assets Under Management258MILLIONS
Total Number of Accounts1,817ACCOUNTS
Average Account Value$142,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, IN, KY, LA, NC, NE, OH, TN, TX
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