Gregory Smyre (CRD# 3102811) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tallahassee, FL and has over 19 years of experience in the finance industry.
CRD# 735291
Ameriprise Financial Services, Inc.
Score
93
CRD# 1378301
Lpl Financial LLC
Score
96
CRD# 2420219
Next Financial Group, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Current | < 1 |
| Park Avenue Securities LLC | Tallahassee, FL | May 1999 - Jan 2018 | 18 |
| Guardian Life Insurance Company Of America | Tallahassee, FL | Jul 1998 - Jan 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- FL
- TX
-
Total Assets Under Management28,722MILLIONS
-
Total Number of Accounts168,526ACCOUNTS
-
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.