Gary Smith (CRD# 1761125) is an Investment Advisor Representative working at Hub Investment Advisors, Inc. in Omaha, NE and has over 36 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub Investment Advisors, Inc. | Omaha, NE | Nov 2022 - Current | 1 |
| Grace And Porta Financial Services, LLC | Brighton, MI | Dec 2016 - Current | 7 |
| Grace & Porta Benefits Inc. | Brighton, MI | Feb 2015 - Current | 9 |
| Oak Grove, LLC | Barrington, RI | Apr 2015 - Nov 2016 | 1 |
| Consolidated Group Resources | Bloomfield Hills, MI | Jan 1994 - Feb 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- MI
-
Total Assets Under Management1,511MILLIONS
-
Total Number of Accounts493ACCOUNTS
-
Average Account Value$3,065,712
- 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
CA, CO, IA, IL, MI, NE, PA, SD
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