Catherine Smith (CRD# 1920407) is an Investment Advisor Representative working at Lifetyme Financial Advisors, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifetyme Financial Advisors, LLC | Scottsdale, AZ | Sep 2019 - Current | 4 |
| Lifetyme Financial Group, LLC | Scottsdale, AZ | Jun 2019 - Current | 4 |
| Lifetyme Financial Advisors, LLC | Phoenix, AZ | Jun 2019 - Sep 2019 | < 1 |
| Mccauley Nicholson And Preder, Cpas | Chandler, AZ | Aug 2016 - Jun 2019 | 2 |
| Unemployed | Phoenix, AZ | May 2014 - Oct 2016 | 2 |
| Koivisto Cpas | Scottsdale, AZ | Oct 2014 - Aug 2016 | 1 |
| Kyrene School Districe | Tempe, AZ | Aug 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- AK
- AZ
- CA
- CO
- FL
- IL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, FL, GA, IL, MN, NJ, SC, TX
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