John SmithCRD Number: 1953758
Current Firm: Charles Schwab & Company, Inc.
John Smith (CRD# 1953758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Salem, OR and has over 22 years of experience in the finance industry.
Clarity Wealth Development, LLC
True Private Wealth Advisors, LLC
H. Beck, Inc.
|Charles Schwab & Company, Inc.||Salem, OR||Jul 2012 - Current||4|
|Banyan Partners, LLC||Naples, FL||Sep 2009 - Jul 2012||2|
|Sitka Pacific Capital Management||Sonoma, CA||Feb 2009 - Aug 2009||< 1|
|Calamos Financial Services LLC||Naperville, IL||Dec 2006 - Jan 2009||2|
|Mission Creek Partners, LLC||Naples, FL||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, VI, VT, WA, WI, WV