Jeffrey Smith (CRD# 5021497) is an Investment Advisor Representative working at The Retirement Smith LLC in Fredericksburg, VA and has over 6 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michah Creek Farm LLC | Fredricksburg, VA | Jul 2021 - Current | 2 |
| The Retirement Smith LLC | Fredericksburg, VA | Jul 2019 - Current | 4 |
| The Insurance Smith Agency LLC | Fredericksburg, VA | Oct 2002 - Current | 21 |
| Gradient Advisors, LLC | Arden Hills, MN | Dec 2017 - Feb 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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