Emily SmithCRD Number: 6106606
Current Firm: Davinci Financial Designs
Emily Smith (CRD# 6106606) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 4 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Joss Financial Group
Lincoln Financial Advisors Corporation
|Davinci Financial Designs LLC||Newport News, VA||Aug 2016 - Current||1|
|Lpl Financial LLC||Newport News, VA||Dec 2015 - Current||2|
|First Command Financial Planning, Inc.||Fort Worth, TX||Apr 2014 - Dec 2015||1|
|First Command Insurance Services, Inc.||Fort Worth, TX||Apr 2014 - Dec 2015||1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Aug 2012 - Mar 2014||1|
|Poquoson Pharmacy||Poquoson, VA||Jun 2007 - Jul 2013||6|
|Christopher Newport University||Newport News, VA||Jan 2007 - May 2010||3|
|Rite Aid Pharmacy||Poquoson, VA||Apr 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management261MILLIONS
Total Number of Accounts3,019ACCOUNTS
Average Account Value$86,561
- 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
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, GA, HI, IL, KY, LA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WA
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