Margot Allman-Smith
CRD Number: 4488993Current Firm: Raymond James Financial Services Advisors, Inc.
Margot Allman-Smith (CRD# 4488993) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisonburg, VA and has over 16 years of experience in the finance industry.
CRD# 5796003
Barkey Financial, LLC
Score
100
CRD# 2820446
Investment Advisors
Score
96
CRD# 1773823
U.s. Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Union Bank & Trust | Harrisonburg, VA | Dec 2014 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Harrisonburg, VA | Oct 2009 - Current | 8 |
| Raymond James Financial Services | St Pete, FL | Mar 2007 - Current | 11 |
| Union Investment Services | Harrisonburg, VA | Mar 2007 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- VA
-
Total Assets Under Management81,239MILLIONS
-
Total Number of Accounts280,698ACCOUNTS
-
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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