Smart Portfolios, LLC
Smart Portfolios, LLC (CRD# 131342) is a financial advisory firm headquartered in Lake Forest Park, WA. They manage $187,946,269 in 464 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management188MILLION
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Total Number of Accounts464ACCOUNTS
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Average Account Value$405,057
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, LA, WA
Mark Bergeron (CRD# 839130) is an Investment Advisor Representative working at Wlfb Inc. in Kirkland, WA and has over 40 years of experience in the finance industry. Mark Bergeron 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Keith Campbell (CRD# 6274873) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 10 years of experience in the finance industry.
Bryce James (CRD# 1162409) is an Investment Advisor Representative working at Smart Portfolios, LLC in Seattle, WA and has over 40 years of experience in the finance industry.
Philip Murphy (CRD# 1567226) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 37 years of experience in the finance industry.