Grant Smith, financial advisor Napa CA

Grant Smith

CRD Number: 7086265
Current Firm: Financial Advocates Investment Management

Grant Smith (CRD# 7086265) is an Investment Advisor Representative working at Financial Advocates Investment Management in Napa, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Napa, CA Feb 2021 - Current 1
Financial Advocates Investment Management Olympia, WA Feb 2021 - Current 1
Oppenheimer & Company Inc. San Francisco, CA Mar 2019 - Feb 2021 1
Fidelity National Title San Francisco, CA May 2018 - Mar 2019 < 1
Nai Commercial Real Estate San Francisco, CA Jan 2018 - May 2018 < 1
Oregon State University Corvallis, OR Aug 2014 - Mar 2018 3
Napa Golf Course Napa, CA Jun 2017 - Sep 2017 < 1
Oregon State University Writing Center Corvallis, OR Jan 2017 - Jun 2017 < 1
Vine Cliff Winery Napa, CA Jun 2015 - Sep 2015 < 1
Justin Siena High School Napa, CA Sep 2013 - May 2014 < 1
Elaine Bell Catering Napa, CA Jun 2013 - Sep 2013 < 1
Justin Siena High School Napa, CA Sep 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Grant C. Smith
Phone Number: 360-866-2345
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,379
    MILLIONS
  • Total Number of Accounts
    21,844
    ACCOUNTS
  • Average Account Value
    $200,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, WA, WI, WY

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