John SmithCRD Number: 1799256
Current Firm: Detalus Advisors, LLC
John Smith (CRD# 1799256) is an Investment Advisor Representative working at Detalus Advisors, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Hancock Securities Group||St Louis, MO||Sep 2002 - Current||15|
|Hancock Investment Advisors LLC||St Louis, MO||Sep 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management1,951MILLIONS
Total Number of Accounts376ACCOUNTS
Average Account Value$5,188,741
- A percentage of assets under your management
- 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
AZ, IL, MO, NJ, TX
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