Dustin SmithCRD Number: 3072706
Current Firm: Cambridge Investment Research Advisors, Inc.
Dustin Smith (CRD# 3072706) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 24 years of experience in the finance industry.
Cetera Advisor Networks LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2020 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2020 - Current||2|
|Grinnell Kiwanis Club||Grinnell, IA||Oct 2008 - Current||13|
|Securities America, Inc.||Grinnell, IA||Mar 2008 - Feb 2020||11|
|Securities America Advisors, Inc.||Grinnell, IA||Mar 2008 - Jan 2020||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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