Robert SmithCRD Number: 3086359
Current Firm: 1st Global Advisors Inc.
Robert Smith (CRD# 3086359) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Jackson, MI and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|1st Global Advisors, Inc.||Jackson, MI||Sep 2010 - Current||7|
|1st Global Capital Corp||Jackson, MI||Sep 2010 - Current||7|
|Bond & Company, P.c.||Jackson, MI||Aug 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV