Smart Portfolio Management, LLC

Smart Portfolio Management, LLC (CRD# 143330) is a financial advisory firm headquartered in Phoenix, AZ. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

AZ

Financial Advisors at Smart Portfolio Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Carter
CRD#: 2238297
2633 E Indian School Road, Ste 410, Phoenix, AZ 85016
93
Wealthminder
score

Jeffrey Carter (CRD# 2238297) is an Investment Advisor Representative working at Smart Portfolio Management, LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

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