Stephen Smith (CRD# 6721848) is an Investment Advisor Representative working at Primerica Advisors in Scott Depot, WV and has over 7 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Scott Depot, WV | Dec 2016 - Current | 7 |
| Primerica Financial Services | Scott Depot, WV | Jul 2016 - Current | 7 |
| Wv State Treasurers Office Board Of Treas | Charleston, WV | May 2012 - Aug 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- WV
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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