Scott Smith (CRD# 2576230) is an Investment Advisor Representative working at Lifecycle Financial Planners Inc. in Bloomfield Hills, MI and has over 9 years of experience in the finance industry. Scott Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifecycle Financial Planners Inc. | Waterford, MI | Jan 2018 - Current | 6 |
| Olympia Ridge, LLC | Rochester Hills, MI | Jan 2018 - Current | 6 |
| Na | Rochester Hills, MI | May 2016 - Jan 2018 | 1 |
| Unemployed | Rochester Hills, MI | Jan 2016 - May 2016 | < 1 |
| Cygnet Financial Planning | Waterford, MI | Nov 2014 - Jan 2016 | 1 |
| Triad Advisors, Inc. | Norcross, GA | Oct 2014 - Jan 2016 | 1 |
| Cambridge Connection | Franklin, MI | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2014 |
- MI
-
Total Assets Under Management612MILLIONS
-
Total Number of Accounts3,892ACCOUNTS
-
Average Account Value$157,257
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, LA, MI, NC, TX
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