Edward Smith III
CRD Number: 2384354Current Firm: Smith Capital Management, LLC
Compensation Model: Both
Edward Smith (CRD# 2384354) is an Investment Advisor Representative working at Smith Capital Management, LLC in Loveland, OH and has over 22 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Smith Capital Management, LLC | Loveland, OH | Apr 2009 - Current | 14 |
Acacia Life Insurance Co | Loveland, OH | Aug 2003 - Current | 20 |
Acacia National Life Insurance Co | Loveland , OH | Aug 2003 - Current | 20 |
Ameritas Life Insurance Corp | Loveland, OH | Dec 2001 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2004 |
- OH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.