Randy Smith, financial advisor Melbourne FL

Randy Smith

CRD Number: 3166132
Current Firm: Fairway Financial, LLC

Randy Smith (CRD# 3166132) is an Investment Advisor Representative working at Fairway Financial, LLC in Melbourne, FL and has over 25 years of experience in the finance industry. Randy 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.

Similar Advisors
Brenda Abramski, financial advisor Melbourne FL
Brenda G. Abramski
CRD# 5384856
Truist Advisory Services, Inc.
Similar Advisors
David Allen, financial advisor Melbourne FL
David P. Allen
CRD# 1210763
Kestra Advisory Services, LLC
Similar Advisors
Mitchell Allen, financial advisor Melbourne FL
Mitchell W. Allen
CRD# 6847163
Kestra Advisory Services, LLC
Professional Designations
Company Name Location Dates Years
Fairway Financial, LLC Casselberry, FL Sep 2015 - Current 8
Calton & Associates, Inc. Tampa, FL May 2015 - Current 8
Retirement Wealth Advisors Nashville, TN Feb 2015 - Apr 2015 < 1
Sammons Securities Company, LLC Nashville, TN Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Randy E. Smith
Phone Number: 407-628-0850
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $378,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from Randy Smith and other advisors.
BADGES

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.