Biron SmytheCRD Number: 5963810
Current Firm: Charles Schwab & Company, Inc.
Biron Smythe (CRD# 5963810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jacksonville, FL and has over 9 years of experience in the finance industry. Biron Smythe 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.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Charles Schwab & Company, Inc.||Jacksonville, FL||May 2019 - Current||4|
|Charles Schwab Bank||Jacksonville, FL||May 2019 - Current||4|
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - May 2019||< 1|
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Jun 2013 - May 2019||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, 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, WY
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