Joffrey SmithCRD Number: 4625300
Current Firm: The Patriot Financial Group, LLC
Joffrey Smith (CRD# 4625300) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 13 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Park Avenue Securities LLC
|The Patriot Financial Group, LLC||Worcester, MA||Oct 2014 - Current||2|
|Lpl Financial LLC||Worcester, MA||Oct 2012 - Current||4|
|Private Advisor Group, LLC||Morristown, NJ||Oct 2012 - Oct 2014||2|
|Tower Square Securities||Worcester, MA||Mar 2010 - Oct 2012||2|
|City Of Worcester||Worcester, MA||Jan 2006 - Jan 2012||6|
|New York Life Insurance Company||Waltham, MA||Jan 2003 - Feb 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management114MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$115,918
- 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
- Pension consulting services
CT, LA, MA, ME, NH, RI, TX
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