Perry SmithCRD Number: 1281108
Current Firm: Valmark Advisers, Inc.
Perry Smith (CRD# 1281108) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 33 years of experience in the finance industry.
Schuessler & Company
Greatmark Investment Partners, Inc.
Cambridge Investment Research Advisors, Inc.
|Valmark Advisers, Inc.||Akron, OH||Jun 2005 - Current||12|
|Valmark Securties, Inc.||Akron, OH||Mar 2005 - Current||13|
|Gen American Life||St Louis, MO||Sep 1974 - Current||43|
|Smith Murphree||Opelika, AL||Sep 1974 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management5,192MILLIONS
Total Number of Accounts8,718ACCOUNTS
Average Account Value$595,509
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)