Michael Smith (CRD# 4698779) is an Investment Advisor Representative working at Inspire Advisors, LLC in Dillsburg, PA and has over 20 years of experience in the finance industry. Michael Smith 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.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspire Advisors, Llc Dba Kingdom Focused Financial (kff) | Dillsburg, PA | May 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Dillsburg, PA | Aug 2003 - May 2023 | 19 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2003 - May 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- PA
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Total Assets Under Management835MILLIONS
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Total Number of Accounts2,857ACCOUNTS
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Average Account Value$292,373
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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