Ronald SmithCRD Number: 6214521
Current Firm: Opes Advisors, Inc.
Ronald Smith (CRD# 6214521) is an Investment Advisor Representative working at Opes Advisors, Inc. in Eugene, OR and has over 4 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Opes Advisors Inc.||Eugene, OR||Sep 2011 - Current||6|
|Precision Funding||Eugene, OR||May 2006 - Sep 2011||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA