Thomas SmithCRD Number: 6012185
Current Firm: H.d. Vest Advisory Services, Inc.
Thomas Smith (CRD# 6012185) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Saint Petersburg, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H.d. Vest Investment Services||Madeira Beach, FL||Jan 2012 - Current||5|
|Geraldine A. Smith, Cpa Pa||Madeira Beach, FL||Jan 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV