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 $42,238,341 in 284 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $148,727
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
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.

CA

Financial Advisors at Mark Smith Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Smith
CRD#: 2953960
1177 Beech View Circle, Camarillo, CA 93012
90
Wealthminder
score

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

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