Thomas Smith, financial advisor Nashville TN

Thomas Smith

CRD Number: 429070
Current Firm: Center Street Advisors, Inc.

Thomas Smith (CRD# 429070) is an Investment Advisor Representative working at Center Street Advisors, Inc. in Nashville, TN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Self Dba Bering Financial Life Ins & Annuity Sales Ft. Worth, TX Oct 2001 - Current 20
Titan Securities Bedford, TX Aug 2011 - May 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas P. Smith
Phone Number: 615-690-3580
Registered State(s):
  • CA
  • CO
  • GA
  • KS
  • MT
  • OR
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    384
    MILLIONS
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $185,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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