Ray Smith (CRD# 1266515) is an Investment Advisor Representative working at Tfb Advisors, LLC in Stillwater, OK and has over 39 years of experience in the finance industry.
CRD# 2515956
Raymond James Financial Services Advisors, Inc.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 1735364
Independent Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Tfb Advisors, LLC | Overland Park, KS | Aug 2022 - Current | 1 |
Tax Favored Benefits | Stillwater, OK | Jan 2016 - Current | 8 |
Ray Smith Wealth Management | Stillwater, OK | Jan 2016 - Current | 8 |
Ameritas Investment Company, LLC | Lincoln, NE | Mar 1984 - Current | 40 |
Ameritas Life Insurance Corp. | Lincoln, NE | May 1974 - Current | 49 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Jun 2023 | 1 |
Ray Smith Wealth Management, Inc. | Stillwater, OK | Jan 2009 - Jan 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1984 |
S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- OK
- TX
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts2,600ACCOUNTS
-
Average Account Value$277,191
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, IL, IN, KS, MO, MT, NC, NE, NM, NY, OH, OK, OR, TX, WA, WY
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