David Smith, financial advisor Fayetteville NC

David Smith

CRD Number: 6549703
Current Firm: First Command Advisory Services

David Smith (CRD# 6549703) is an Investment Advisor Representative working at First Command Advisory Services in Fayetteville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Apr 2018 - Current 3
First Command Advisory Services, Inc. Fort Worth, TX Apr 2018 - Current 3
First Command Insurance Services, Inc. Fort Worth, TX Apr 2018 - Current 3
First Command Financial Planning, Inc. Fort Worth, TX Apr 2016 - Apr 2018 2
Unemployed Brentwood, NH Jan 2016 - Mar 2016 < 1
Heavy Construction Academy Brentwood, NH Oct 2012 - Dec 2015 3
Us Army Ft Bragg, NC Jun 1987 - Oct 2012 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for David L. Smith
Phone Number: 817-731-8621
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    14,685
    MILLIONS
  • Total Number of Accounts
    90,443
    ACCOUNTS
  • Average Account Value
    $162,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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