Anna SmithCRD Number: 5314673
Current Firm: Edward Jones
Anna Smith (CRD# 5314673) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 3 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|Edward Jones||Kinston, NC||Mar 2007 - Current||10|
|Branch Banking And Trust||Kinston, NC||Aug 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV