Steven Smith (CRD# 4400154) is an Investment Advisor Representative working at Rightpath Investments & Financial Planning, Inc. in Frisco, CO and has over 22 years of experience in the finance industry. Steven Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6739499
Raymond James & Associates, Inc.
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 1131891
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rightpath Investments & Financial Planning | Frisco, CO | Jan 2004 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2001 |
S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- CO
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Total Assets Under Management77MILLIONS
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Total Number of Accounts89ACCOUNTS
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Average Account Value$869,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO
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