Angel SmithCRD Number: 4475289
Current Firm: Wells Fargo Advisors, LLC
Angel Smith (CRD# 4475289) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mishawaka, IN and has over 6 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Wells Fargo Advisors LLC||South Bend, IN||May 2009 - Current||8|
|Wachovia Securities LLC||South Bend, IN||Aug 2007 - May 2009||1|
|Unemployed||Elkhart, IN||Jul 2007 - Aug 2007||< 1|
|Hartman Fervida Financial Services||Elkhart, IN||Nov 1999 - Jul 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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, 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