Gregory SmithCRD Number: 1252027
Current Firm: Innovation Partners LLC
Gregory Smith (CRD# 1252027) is an Investment Advisor Representative working at Innovation Partners LLC in Fort Mill, SC and has over 31 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Innovation Partners LLC||Matthews, NC||Oct 2013 - Current||4|
|Stewardship Asset Management||Bonita Springs, FL||Apr 2013 - Current||4|
|Immerson Investment Group||Waxhaw, NC||Nov 2009 - Current||8|
|First Legacy Adviosrs||Charlotte, NC||May 2009 - Nov 2009||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jun 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management111MILLIONS
Total Number of Accounts991ACCOUNTS
Average Account Value$111,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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