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).
Total Assets Under Management42MILLION
Total Number of Accounts284ACCOUNTS
Average Account Value$148,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.