Linda Smestad, financial advisor San Jose CA

Linda Smestad

CRD Number: 3006012
Current Firm: Commonwealth Financial Network

Linda Smestad (CRD# 3006012) is an Investment Advisor Representative working at Commonwealth Financial Network in San Jose, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2006 - Current 16
Investment House San Jose, CA Aug 1992 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Linda M. Smestad
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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