Angel SmithCRD Number: 4475289
Current Firm: Raymond James & Associates, Inc.
Angel Smith (CRD# 4475289) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mishawaka, IN and has over 7 years of experience in the finance industry.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|Raymond James & Associates, Inc.||Mishawaka, IN||Aug 2017 - Current||< 1|
|Wells Fargo Clearing Services, LLC||South Bend, IN||Nov 2016 - Aug 2017||< 1|
|Wells Fargo Advisors LLC||South Bend, IN||May 2009 - Nov 2016||7|
|Wachovia Securities LLC||South Bend, IN||Aug 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV