Ames Financial Solutions, LLC

Ames Financial Solutions, LLC (CRD# 172728) is a financial advisory firm headquartered in Ocoee, FL. They manage $288,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $9,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ames Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Reshell S. Smith
CRD#: 2957901
Ocoee, FL
96
Wealthminder
score

Reshell Smith (CRD# 2957901) is an Investment Advisor Representative working at Ames Financial Solutions, LLC in Ocoee, FL and has over 20 years of experience in the finance industry. Reshell Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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