Cale Smith (CRD# 5525448) is an Investment Advisor Representative working at Islamorada Investment Management, LLP in Islamorada, FL and has over 15 years of experience in the finance industry.
CRD# 2256527
Reef Advisors LLC
CRD# 2253731
Raymond James Financial Services Advisors, Inc.
CRD# 1461169
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Islamorada Investment Management, LLP | Islamorada, FL | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- CA
- FL
- IL
- PA
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$256,456
- 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
CA, FL, IL, NC, PA, TX
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