Ritas Smith, financial advisor Torrance CA
96 score

Ritas Smith

CRD Number: 2010210
Current Firm: Securities America Advisors, Inc.

Ritas Smith (CRD# 2010210) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Torrance, CA and has over 26 years of experience in the finance industry. Ritas Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors Torrance, CA Oct 2017 - Current < 1
Securities America Inc. Torrance, CA Oct 2017 - Current < 1
National Planning Corporation Torrance, CA Aug 2009 - Current 8
Ritas Smith & Associates Torrance, CA Jan 1977 - Current 41
Associated Securities Corp. Torrance, CA Feb 2000 - Aug 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Ritas R. Smith
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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