Crystal SmithersCRD Number: 6017483
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Crystal Smithers (CRD# 6017483) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 5 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Portland, OR||Jan 2015 - Current||2|
|Bank Of America, N.a.||Portland, OR||Jan 2015 - Current||2|
|Wells Fargo Advisors||Portland, OR||May 2013 - Jan 2015||1|
|Key Investment Services LLC||Tigard, OR||Jan 2012 - May 2013||1|
|Key Bank Na||Tigard, OR||Jan 2010 - May 2013||3|
|Alpha Environmental||Beaverton, OR||Sep 2009 - Jan 2010||< 1|
|Unemployed||Beaverton, OR||Apr 2009 - Sep 2009||< 1|
|Hsbc-hfc/beneficial||Beaverton, OR||Aug 2005 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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