Donald SmithCRD Number: 3054564
Current Firm: H.d. Vest Advisory Services, Inc.
Donald Smith (CRD# 3054564) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lawton, OK and has over 19 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
|H.d. Vest Investment Services||Lawton, OK||May 1998 - Current||19|
|Donald L Smith Cpa||Lawton, OK||Aug 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV