Eric Smith (CRD# 4832474) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Advisors, LLC | Monroeville, PA | Nov 2018 - Current | 5 |
| Invicta Capital LLC | Monroeville, PA | Nov 2018 - Current | 5 |
| 1682 Wealth Management, LLC | Doylestown, PA | Dec 2016 - Current | 7 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Oct 2014 - Nov 2018 | 4 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Jan 2013 - Nov 2018 | 5 |
| Karen W. Dewar Registered Rep | Doylestown, PA | Jun 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Nov 2004 |
- PA
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts1,192ACCOUNTS
-
Average Account Value$161,311
- 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
CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV
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