David SmithCRD 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 13 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Pfs Investments Inc.||Wixom, MI||Nov 2004 - Current||13|
|Primerica Financial Services||Wixom, MI||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2004|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses