Darwin Smith (CRD# 6333250) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 8 years of experience in the finance industry. Darwin Smith 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Wynnewood, PA | Jan 2020 - Current | 4 |
Edward Jones | St. Louis, MO | Dec 2015 - Jan 2020 | 4 |
Gap Inc. | New York, NY | Sep 2015 - Dec 2015 | < 1 |
Northwestern Mutual | Canton, OH | May 2014 - Aug 2015 | 1 |
Nyc Public Schools | Cambria Heights, NY | Sep 1998 - Aug 2015 | 16 |
Giant Eagle Inc. | Cuyahoga Falls, OH | Nov 2014 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- AL
- DE
- HI
- NJ
- NY
- NC
- PA
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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