Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry. Hyrum Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2649450
Uma Financial Services Inc.
Score
101
CRD# 5747247
Morgan Stanley
Score
103
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Planning Office, LLC | Salt Lake City, UT | Apr 2015 - Current | 3 |
| Bfc Planning, Inc. | Provo, UT | Nov 2014 - Jan 2015 | < 1 |
| Utah Valley University | Orem, UT | Aug 2013 - Nov 2014 | 1 |
| Virginia Tech | Blacksburg, VA | Dec 2009 - Aug 2013 | 3 |
| Texas Tech University | Lubbock, TX | Aug 2007 - Dec 2009 | 2 |
- UT
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts266ACCOUNTS
-
Average Account Value$337,594
- 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
UT
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