Harrison Smith (CRD# 7202374) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zions Direct | Salt Lake City, UT | Feb 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Salt Lake City, UT | Jun 2020 - Feb 2022 | 1 |
| Unemployed | Salt Lake City, UT | Feb 2020 - Jun 2020 | < 1 |
| Rhi General Group | San Ramon, CA | Nov 2019 - Feb 2020 | < 1 |
| Wells Fargo Clearing Services LLC | Salt Lake City, UT | Nov 2019 - Feb 2020 | < 1 |
| Unemployed | Rexburg, ID | May 2019 - Oct 2019 | < 1 |
| Charles Koch Institute | Rexburg, ID | Jan 2019 - Apr 2019 | < 1 |
| Idaho Freedom Foundation | Rexburg, ID | Oct 2018 - Dec 2018 | < 1 |
| Unemployed | Rexburg, ID | Jan 2018 - Sep 2018 | < 1 |
| Rexburg Business And Discovery Center | Rexburg, ID | Sep 2017 - Dec 2017 | < 1 |
| Unemployed | Rexburg, ID | Nov 2016 - Aug 2017 | < 1 |
| Walmart | Rexburg, ID | Aug 2016 - Nov 2016 | < 1 |
| Medical Recovery Services | Idaho Falls, ID | Jun 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- UT
-
Total Assets Under Management1,816MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$20,405,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, OR, TX, UT, WA, WY
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