Smb Financial Services, Inc.
Smb Financial Services, Inc. (CRD# 154216) is a financial advisory firm headquartered in Portland, OR. They manage $138,032,713 in 768 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$179,730
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, ID, MA, OR, TX, WA
James Flad (CRD# 4497980) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 21 years of experience in the finance industry.
Rian Flad (CRD# 5460659) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Jeremiah Forrister (CRD# 6613019) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Thomas Peekema (CRD# 5637343) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Bruce Porter (CRD# 4202893) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Timothy Porter (CRD# 5065974) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Timothy Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, the 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.
Lindsey Cason (CRD# 7859020) is an Investment Advisor Representative working at Smb Financial Services, Inc. in Portland, OR and has 1 year of experience in the finance industry.