Leanne Smith (CRD# 5078833) is an Investment Advisor Representative working at Private Client Services, LLC in Spokane, WA and has over 17 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Spokane, WA | Jul 2020 - Current | 3 |
| Columbia Advisory Partners LLC | Spokane, WA | Oct 2016 - Jul 2020 | 3 |
| Ascend Financials LLC | Spokane, WA | Apr 2003 - Jul 2020 | 17 |
| Lpl Financial, LLC | Spokane, WA | Apr 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management846MILLIONS
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Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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