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 33 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 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
Contact Info for Perry G. Smith
Phone Number: 800-765-5201
Registered State(s):
  • AL
  • TX
  • AR
  • CO
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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