Paul SmithCRD Number: 6374974
Current Firm: Advisory Alpha, LLC
Paul Smith (CRD# 6374974) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 3 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
Action Point Financial Planning, LLC
|Advisory Alpha, LLC||Grand Rapids, MI||Jan 2013 - Current||4|
|Ascension Mortgage||Hudsonville, MI||Jul 2012 - Dec 2012||< 1|
|Wierenga Asset Management||Byron Center, MI||Jan 2008 - Jul 2012||4|
|Grand Rapids Bicycle Company||Grand Rapids, MI||Feb 2009 - May 2011||2|
|Bolhouse, Vanderhulst, Risko, Baar, And Lefere||Grandville, MI||Feb 2008 - Feb 2009||1|
|National Nail Corp.||Grand Rapids, MI||Jun 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management202MILLIONS
Total Number of Accounts2,931ACCOUNTS
Average Account Value$68,786
- 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)
CA, IL, IN, MI, NE
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