Gregory SmyreCRD Number: 3102811
Current Firm: Cambridge Investment Research Advisors, Inc.
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.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|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|
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)
- 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