R Smith, financial advisor Sandy UT
93 score

R Smith

CRD Number: 5971956
Current Firm: Net Worth Advisory Group, LLC

R Smith (CRD# 5971956) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 5 years of experience in the finance industry. R 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.

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Professional Designations
Company Name Location Dates Years
Networth Advisory Group Sandy, UT Sep 2009 - Current 7
Platinum Protection American Fork, UT Nov 2006 - Sep 2009 2
Lds Church Billings, UT Oct 2004 - Nov 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for R C. Smith
Phone Number: 801-566-6639
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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