Raleigh Smith (CRD# 7137867) is an Investment Advisor Representative working at Forum Financial Management, LP in Miami, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Miami, FL | Jul 2022 - Current | 1 |
| Npc Financial | Miami, FL | Jun 2019 - Jul 2022 | 3 |
| Royal Palm Tennis Club | Miami, FL | Jun 2018 - Jun 2019 | 1 |
| Atp/itf | Miami, FL | Jan 2015 - Jun 2018 | 3 |
| Royal Palm Tennis Club | Miami, FL | Sep 2014 - Jan 2015 | < 1 |
| Unemployed | Miami, FL | Jun 2014 - Sep 2014 | < 1 |
| Northwestern University | Evanston, IL | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- FL
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Total Assets Under Management8,531MILLIONS
-
Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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