Harli Smith, financial advisor Mildenahll Suffolk Ip28 7dd

Harli Smith

CRD Number: 6862412
Current Firm: First Command Advisory Services

Harli Smith (CRD# 6862412) is an Investment Advisor Representative working at First Command Advisory Services in Mildenahll Suffolk Ip28 7dd, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
First Command Financial Planning, Inc. Mildenhall, May 2019 - Current 1
Money Concepts Capital Corp. Palm Beach Gardens, FL Mar 2019 - May 2019 < 1
Online Training Solutions Woodland Park, CO Sep 2016 - Apr 2019 2
Usa Shooting Colorado Springs, CO Jan 2019 - Mar 2019 < 1
Money Concepts International Del Rio, TX Aug 2017 - Mar 2019 1
Usa Shooting Colorado Springs, CO Apr 2015 - May 2018 3
Liberty Tax Del Rio, TX Jan 2018 - Apr 2018 < 1
Laughlin Air Force Base Youth Center Del Rio, TX Feb 2017 - Aug 2017 < 1
Uccs College Of Business Colorado Springs, CO Feb 2015 - May 2016 1
Uccs Student Recruitment Colorado Springs, CO Sep 2014 - May 2016 1
Uccs Financial Aid Office Colorado Springs, CO Aug 2013 - Feb 2015 1
Unemployed Prineville, OR Sep 2008 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Harli D. Smith
Phone Number: 817-731-8621
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    13,463
    MILLIONS
  • Total Number of Accounts
    90,443
    ACCOUNTS
  • Average Account Value
    $148,858
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.