Justin Smith, financial advisor Fort Myers FL
81 score

Justin Smith

CRD Number: 5583902
Current Firm: M Holdings Securities, Inc.

Justin Smith (CRD# 5583902) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Fort Myers, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Oct 2016 - Current 1
Meridian Financial Group, LLC Fort Meyers, FL Oct 2016 - Current 1
Omni Financial Services St.paul, MN Sep 2010 - Current 7
Securian Financial Services St. Paul, MN Sep 2010 - Current 7
Minnesota Life Insurance Company St. Paul, MN Sep 2010 - Current 7
Nylife Securities Inc. Fort Lauderdale, FL Sep 2008 - Aug 2010 1
New York Life Insurance Company Fort Lauderdale, FL Sep 2008 - Aug 2010 1
Farm & Ranch Fort Worth, FL Aug 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Justin J. Smith
Phone Number: 800-656-6960
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,519
    MILLIONS
  • Total Number of Accounts
    3,680
    ACCOUNTS
  • Average Account Value
    $412,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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