David Smith (CRD# 6835124) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Selma, AL and has over 6 years of experience in the finance industry.
CRD# 4590711
Edward Jones
CRD# 2143498
Berthel Fisher & Company Financial Services, Inc.
CRD# 4819646
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Selma, AL | Mar 2018 - Current | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2017 - Current | 6 |
| Cetera Investment Services Independent | St. Cloud, MN | May 2017 - Current | 6 |
| Norfolk Southern | Selma, AL | Jul 2006 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- AL
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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