Nr Smith & Associates, P.s.
Nr Smith & Associates, P.s. (CRD# 116894) is a financial advisory firm headquartered in Olympia, WA. They manage $48,582,155 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$528,067
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Thomas McLean (CRD# 2262638) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 11 years of experience in the finance industry. Thomas McLean 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.
Nikolas Petrovich (CRD# 2283427) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 23 years of experience in the finance industry.