Gregory SmithCRD Number: 3141825
Current Firm: H.d. Vest Advisory Services, Inc.
Gregory Smith (CRD# 3141825) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mission Hills, CA and has over 18 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Hd Vest Insurance Agency Inc.||Irving, TX||Oct 2015 - Current||1|
|H.d. Vest Investment Services||Mission Hills, CA||Oct 1998 - Current||18|
|Gregon O Smith An Accountant Corporation||Mission Hills, CA||Jan 1983 - Current||34|
|Skyline Financial Corp||Calabasas, CA||Jan 2012 - Sep 2014||2|
|William Glasser Inc.||Los Angeles, CA||Jun 2003 - Feb 2014||10|
|The William Glasser Institute||Chatsworth, CA||Jun 2003 - Jul 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV