Paul Smith, financial advisor Tulsa OK
93 score

Paul Smith

CRD Number: 5881949
Current Firm: Voya Financial Advisors, Inc.

Paul Smith (CRD# 5881949) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tulsa, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Tulsa, OK Sep 2014 - Current 2
Minnesota Life Ins Co St Paul, MN Jan 2011 - Current 5
Paul M. Smith Sapulpa, OK Mar 2008 - Current 8
Ing Financial Partners, Inc. Tulsa, OK Jul 2012 - Sep 2014 2
Securian Advisors Midamerica Tulsa, OK Jan 2011 - Jul 2012 1
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Jul 2012 1
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Jan 2011 < 1
University Of Tulsa Tulsa, OK Oct 2009 - Jan 2011 1
Jacksonville Jaguars Jacksonville, FL May 2008 - Aug 2009 1
University Of Tulsa Tulsa, OK Aug 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Paul M. Smith
Phone Number: 1-800-356-2906
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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