Allen SmithCRD Number: 1080526
Current Firm: Msi Financial Services, Inc.
Allen Smith (CRD# 1080526) is an Investment Advisor Representative working at Msi Financial Services, Inc. in New London, CT and has over 23 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Metlife Securities Inc.||New York, NY||May 1984 - Current||33|
|Metropolitan Life Insurance Company||New York, NY||Jun 1979 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV