Zachary Smith (CRD# 6959970) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 4 years of experience in the finance industry. Zachary Smith 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2763082
Mml Investors Services, LLC
CRD# 3068985
Avantax Advisory Services
CRD# 2281395
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelly Financial Group, LLC | Bel Air, MD | Feb 2021 - Current | 3 |
| Olio Financial Planning | Blacksburg, VA | Jun 2019 - Dec 2020 | 1 |
| Olio Financial Planning | Blacksburg, VA | Oct 2018 - Jun 2019 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2015 - May 2019 | 3 |
| Kelly Financial Group LLC | Bel Air, MD | May 2018 - Aug 2018 | < 1 |
| Partners In Financial Planning | Salem, VA | Dec 2017 - Jan 2018 | < 1 |
| Virginia Tech Athletic Department | Blacksburg, VA | Aug 2017 - Dec 2017 | < 1 |
| Greenfield Sport Complex | Troutville, VA | May 2013 - Aug 2017 | 4 |
| Virginia Tech Dining Services | Blacksburg, VA | Aug 2015 - Dec 2015 | < 1 |
| Salem High School | Salem, VA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- MD
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Total Assets Under Management811MILLIONS
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Total Number of Accounts2,737ACCOUNTS
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Average Account Value$296,282
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, MD, MI, NC, NH, NJ, OH, PA, SC, TN, TX, VA, WV
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