Karyn Smith (CRD# 2201106) is an Investment Advisor Representative working at Smith Cfp, Karyn in Normal, IL and has over 32 years of experience in the finance industry. Karyn Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karyn Smith Cfp | Normal, IL | Jul 2022 - Current | 1 |
| Rk Consulting | Normal, IL | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- IL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$300,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IL
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