Mark Smith Financial Services, Inc.

Mark Smith Financial Services, Inc. (CRD# 131890) is a financial advisory firm headquartered in Thousand Oaks Drive, CA. They manage $88,224,482 in 319 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
925 Broadbeck Drive, Suite 230, Thousand Oaks Drive, CA 91320
http://www.marksmithfinancialservices.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $276,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mark Smith Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Smith, financial advisor Thousand Oaks CA
Robert M. Smith
CRD#: 2953960
925 Broadbeck Drive, Suite 230, Thousand Oaks, CA 91320

Robert Smith (CRD# 2953960) is an Investment Advisor Representative working at Mark Smith Financial Services, Inc. in Thousand Oaks, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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