Norman Smith, financial advisor Olympia WA

Norman Smith

CRD Number: 1293983
Current Firm: Nr Smith & Associates, P.s.
Compensation Model: Fee Only
Norman Smith (CRD# 1293983) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 26 years of experience in the finance industry. Norman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Nr Smith & Associates, Ps Olympia, WA May 1976 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Contact Info for Norman R. Smith
Phone Number: 360-754-9475
Firm Website: http://www.nrsmith.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $598,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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