Jeffery Smith (CRD# 6586864) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troutman, NC and has over 8 years of experience in the finance industry. Jeffery 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.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance | Cornelius, NC | Aug 2018 - Current | 5 |
Park Avenue Securities | Cornelius, NC | Aug 2018 - Current | 5 |
Guardian Life Insurance | Charlotte, NC | Mar 2018 - Aug 2018 | < 1 |
Park Avenue Securities | Charlotte, NC | Mar 2018 - Aug 2018 | < 1 |
Park Avenue Securities LLC | Huntersville, NC | Mar 2016 - Mar 2018 | 2 |
Guardian Life Insurance Company | Huntersville, NC | Mar 2016 - Mar 2018 | 2 |
Park Avenue Securities LLC | Charlotte, NC | Dec 2015 - Mar 2016 | < 1 |
Guardian Life Insurance Co | Charlotte, NC | Jul 2015 - Mar 2016 | < 1 |
Unemployed | Charlotte, NC | Jan 2015 - Jun 2015 | < 1 |
Colgate Palmolive | Piscataway, NJ | May 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- DC
- FL
- IL
- IN
- KS
- NE
- NJ
- NY
- NC
- OH
- PA
- SC
- TX
- VA
- WV
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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