Deborah SmithCRD Number: 5890505
Current Firm: Smh Capital Advisors LLC
Deborah Smith (CRD# 5890505) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 5 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|Sanders Morris Harris Inc.||Houston, TX||Jan 2011 - Current||6|
|Smh Capital Advisors||Ft. Worth, TX||Jan 2011 - Current||6|
|Unemployed||Weatherford, TX||May 2010 - Jan 2011||< 1|
|First Financial Bank||Weatherford, TX||Mar 1999 - Apr 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management340MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$335,458
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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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