Judith SmithCRD Number: 4562808
Current Firm: Raymond James Financial Services Advisors, Inc.
Judith Smith (CRD# 4562808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 14 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Horter Investment Management, LLC
|Judith Smith Financial Inc.||Winston Salem, NC||Jan 2014 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Winston-salem, NC||Jan 2009 - Current||8|
|Raymond James Financial Services, Inc.||Winston Salem, NC||Oct 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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