Brian Smith, financial advisor Southfield MI

Brian Smith

CRD Number: 6316146
Current Firm: Dynamic Wealth Solutions LLC

Brian Smith (CRD# 6316146) is an Investment Advisor Representative working at Dynamic Wealth Solutions LLC in Southfield, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Michigan State University East Lansing, MI Aug 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Brian M. Smith
Phone Number: 1-844-397-7767
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $144,269
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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