Douglas Smith (CRD# 1588505) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 37 years of experience in the finance industry. Douglas 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Center Street Realty, LLC | Novi, MI | Jan 2023 - Current | 1 |
| Pathworks Financial, Inc. (formerly Scott Smith Financial, Inc.) | Northville, MI | Dec 2005 - Current | 18 |
| Pathworks Financial, LLC | Novi, MI | Aug 2021 - Jan 2023 | 1 |
| Center Street Holdings, LLC | Northville, MI | May 2015 - Dec 2022 | 7 |
| Desco Properties, LLC | Novi, MI | Jan 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- MI
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts902ACCOUNTS
-
Average Account Value$160,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, KS, MI, NC
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