Quiltina Smith, financial advisor Stafford VA

Quiltina Smith

CRD Number: 6174819
Current Firm: The Financial T

Quiltina Smith (CRD# 6174819) is an Investment Advisor Representative working at The Financial T in Stafford, VA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Tina Smith, The Financial T, LLC Stafford, VA Jan 2019 - Current 5
First Command Advisory Services Fort Worth, TX Dec 2015 - Nov 2018 2
First Command Financial Planning, Inc. Fort Worth, TX Jan 2014 - Nov 2018 4
First Command Insurance Services, Inc. Fort Worth, TX Jan 2014 - Nov 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Quiltina S. Smith
Phone Number: 910-545-6510
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $13,171
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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