Charles SmithCRD Number: 3118063
Current Firm: Voya Financial Advisors, Inc.
Charles Smith (CRD# 3118063) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Independence, OH and has over 17 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Voya Financial Advisors||Huntington, WV||Sep 2014 - Current||2|
|Charles F Smith & Associates||Huntington, WV||May 1972 - Current||44|
|Ing Financial Partners, Inc.||Huntington, WV||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||Huntington, WV||Jun 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV