Bret Smith, financial advisor Greenville NC
96 score

Bret Smith

CRD Number: 1939876
Current Firm: Lincoln Investment

Bret Smith (CRD# 1939876) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 21 years of experience in the finance industry. Bret 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Planning, Inc. Lutz, FL Sep 2005 - Current 11
University Of South Florida Tampa, FL Aug 2000 - Current 16
Westcoast Financial Group Inc. Lutz, FL Jan 1986 - Current 30
West Coast Financial Group, Inc. Lutz, FL Jan 1986 - Current 30
West Coast Financial Group, Inc. Lutz, FL Jan 1986 - Current 30
Bret D. Smith & Self-employed (insurance Tampa, FL Jan 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Bret D. Smith
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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