David Smith, financial advisor Wixom MI
93 score

David Smith

CRD Number: 1059675
Current Firm: Primerica Advisors

David Smith (CRD# 1059675) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Wixom, MI Nov 2004 - Current 12
Primerica Financial Services Wixom, MI Aug 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for David C. Smith
Phone Number: 800-544-5445
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, 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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