Kevin Smith (CRD# 5766480) is an Investment Advisor Representative working at Gradient Advisors, LLC in Roanoke, VA and has over 13 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Advisors | Arden Hills, MN | Sep 2023 - Current | < 1 |
Ipg Financial | Roanoke, VA | Apr 2013 - Current | 11 |
Foundations Investment Advisors LLC | Scottsdale, AZ | Jul 2020 - Sep 2023 | 3 |
National Life Group | Montpelier, VT | Jul 2010 - Aug 2023 | 13 |
Sgl Financial, LLC | Buffalo Grove, IL | Aug 2018 - Jul 2020 | 1 |
Creative Financial Designs Inc. | Kokomo, IN | Jan 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
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