Catherine Smith, financial advisor Scottsdale AZ

Catherine Smith

CRD Number: 1920407
Current Firm: Lifetyme Financial Advisors, LLC

Catherine Smith (CRD# 1920407) is an Investment Advisor Representative working at Lifetyme Financial Advisors, LLC in Scottsdale, AZ and has over 35 years of experience in the finance industry.

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Origin Investment Advisory 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 5
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Catherine P. Smith
Phone Number: 602-774-4735
Firm Website:
Registered State(s):
  • AK
  • AZ
  • CA
  • CO
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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