Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 32 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ceros Financial Services, Inc. | Rockville, MD | Aug 2009 - Current | 14 |
Changing Parameters Portfolio | Los Altos, CA | Oct 2007 - Current | 16 |
Changing Parameters Fund | Los Altos, CA | Sep 2006 - Current | 17 |
Changing Parameters, LLC | Los Altos, CA | Jul 2004 - Current | 19 |
Value Monitoring Inc. | Menlo Park, CA | Jun 1990 - Jul 2014 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1992 |
- CA
-
Total Assets Under Management93MILLIONS
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$363,439
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Other
CA
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