Daniel Smith (CRD# 6577973) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has 1 year of experience in the finance industry. Daniel 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# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piedmont Capital Managment | Greensboro, NC | Dec 2014 - Current | 9 |
| Unemployed | Unemployed, NC | Apr 2014 - Nov 2014 | < 1 |
- NC
- TX
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Total Assets Under Management371MILLIONS
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Total Number of Accounts215ACCOUNTS
-
Average Account Value$1,727,064
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NC, NM, NY, TN, TX, VA
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