Steven Smith (CRD# 2089708) is an Investment Advisor Representative working at Capital Research Advisors, LLC in Sugar Hill, GA and has over 33 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services, Inc. | South Boston, MA | Aug 2009 - Current | 14 |
| Capital Research Advisors, LLC | Sugar Hill, GA | Jul 2003 - Current | 20 |
| Smith Insurance | Butler, GA | Aug 2001 - Current | 22 |
| Taylor Company Board Of Education | Butler, GA | Aug 1988 - Current | 35 |
| All Star Printing | Warner Robins, GA | Nov 2014 - Jan 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
- GA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$339,974
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA, TX
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