Erik Smith, financial advisor Jackson MI
93 score

Erik Smith

CRD Number: 5480897
Current Firm: Cambridge Investment Research Advisors, Inc.

Erik Smith (CRD# 5480897) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jackson, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2011 - Current 5
Edward Jones St.louis, MO Jan 2008 - Jul 2011 3
Unemployement Jackson, MI Sep 2007 - Jan 2008 < 1
Countrywide Financial Calabasas, CA Jun 2007 - Sep 2007 < 1
Wilmington Finance Plymouth Meeting, PA Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Erik A. Smith
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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