Smart Portfolios, LLC

Smart Portfolios, LLC (CRD# 131342) is a financial advisory firm headquartered in Lake Forest Park, WA. They manage $114,593,676 in 411 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $278,817
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, WA

Financial Advisors at Smart Portfolios, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark A. Bergeron
CRD#: 839130
17865 Ballinger Way Ne, Lake Forest Park, WA 98155

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.

2
Keith E. Campbell
CRD#: 6274873
17865 Ballinger Way Ne, Lake Forest Park, WA 98155

Keith Campbell (CRD# 6274873) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 9 years of experience in the finance industry.

3
Bryce A. James
CRD#: 1162409
17865 Ballinger Way Ne, Seattle, WA 98155

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.

4
Philip L. Murphy
CRD#: 1567226
17865 Ballinger Way Ne, Lake Forest Park, WA 98155

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.

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