Judith Smith (CRD# 4562808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haynes Financial | Winston Salem, NC | Jun 2017 - Current | 6 |
| Haynes Financial | Winston Salem, NC | Jun 2017 - Current | 6 |
| Judith Smith Financial Inc. | Winston Salem, NC | Jan 2014 - Current | 10 |
| Raymond James Financial Services Advisors, Inc. | Winston-salem, NC | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Winston Salem, NC | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- NC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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