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
By the Numbers
-
Total Assets Under Management88MILLION
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Total Number of Accounts319ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mark Smith Financial Services, Inc.
1
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.
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