Brittany SmithCRD Number: 5436000
Current Firm: Wells Fargo Advisors, LLC
Brittany Smith (CRD# 5436000) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||Cincinnati, OH||Feb 2014 - Current||3|
|Morgan Stanley Smith Barney||Cincinnati, OH||Feb 2011 - Feb 2014||3|
|Ohio National Equities, Inc.||Cincinnati, OH||Oct 2008 - Feb 2011||2|
|Ohio National||Cincinnati, OH||Jun 2008 - Oct 2008||< 1|
|Strategic Employee Benefit Services||Cincinnati, OH||Feb 2007 - Jun 2008||1|
|University Of Central Florida||Orlando, FL||Aug 2006 - Feb 2007||< 1|
|Ohio National||Cincinnati, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)