Perry Smith, financial advisor Opelika AL
96 score

Perry Smith

CRD 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 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jun 2005 - Current 11
Valmark Securties, Inc. Akron, OH Mar 2005 - Current 11
Gen American Life St Louis, MO Sep 1974 - Current 42
Smith Murphree Opelika, AL Sep 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Perry G. Smith
Phone Number: 800-765-5201
Registered State(s):
  • AL
  • GA
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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