Cole Smith (CRD# 7619213) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Denver, CO | Aug 2022 - Current | 1 |
| Lowes | Youngstown, OH | Mar 2022 - May 2022 | < 1 |
| Youngstown State University | Youngstown, OH | Aug 2018 - May 2022 | 3 |
| Boreman Norton Cook Wealth Partners | Wooster, OH | May 2021 - Aug 2021 | < 1 |
| Mctv | Wooster, OH | Jun 2018 - Aug 2019 | 1 |
| Oh-yo! Frozen Yogurt | Wooster, OH | Oct 2015 - May 2018 | 2 |
| Unemployed | Smithville, OH | Aug 1999 - Oct 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- OH
- TX
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Total Assets Under Management12,533MILLIONS
-
Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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