Smedley Financial Services Inc.
Smedley Financial Services Inc. (CRD# 110870) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $179,616,334 in 2,082 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management180MILLION
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Total Number of Accounts2,082ACCOUNTS
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Average Account Value$86,271
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, VA, WA
Mikal Aune (CRD# 5139564) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry.
James Derrick (CRD# 4145920) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 13 years of experience in the finance industry.
Sharla Jessop (CRD# 2466568) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Roger Smedley (CRD# 733726) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 36 years of experience in the finance industry.
Shane Thomas (CRD# 4707101) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.