Stephen SmithCRD Number: 5601418
Current Firm: Next Financial Group, Inc.
Stephen Smith (CRD# 5601418) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mount Pleasant, SC and has over 8 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Next Financial Group Inc.||Mount Pleasant, SC||Jun 2009 - Current||8|
|Edward Jones||St Louis, MO||Sep 2008 - Jun 2009||< 1|
|Apple Computer||Charleston, SC||Jul 2008 - Sep 2008||< 1|
|None||Mt. Pleasant, SC||Jan 2008 - Jul 2008||< 1|
|Blackbaud||Charleston, SC||May 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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