Scott Smith (CRD# 6447981) is an Investment Advisor Representative working at Alloy Financial Services in Rexburg, ID and has 1 year of experience in the finance industry. Scott 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# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
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 PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Aug 2022 - Current | 1 |
| Alloy Financial Services LLC | Rexburg, ID | Jul 2019 - Current | 4 |
| Smith, Kunz & Associates, Pllc | Idaho Falls, ID | Jan 2014 - Current | 10 |
- ID
- UT
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts58ACCOUNTS
-
Average Account Value$97,213
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
ID, UT
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