Shelby Smith (CRD# 6235501) is an Investment Advisor Representative working at Primerica Advisors in Cerritos, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Schneider National | Green Bay, WI | Apr 2024 - Current | < 1 |
Pfs Investments Inc. | Cerritos, CA | May 2015 - Current | 9 |
Primerica Financial Services | Cerritos, CA | Feb 2011 - Current | 13 |
National Bar Staffing | Thousand Oaks, CA | Dec 2021 - Apr 2023 | 1 |
Kimco Staffing | Anaheim, CA | Jun 2020 - Apr 2023 | 2 |
Express Employment | Rancho Cucamonga, CA | Jun 2020 - Apr 2023 | 2 |
Premier Packing | Fontana, CA | Dec 2019 - Apr 2023 | 3 |
Uber | Baltimore, MD | Feb 2016 - Apr 2023 | 7 |
United States Postal Service | Lutherville, MD | Aug 2015 - Apr 2023 | 7 |
Home Instead | Baltimore, MD | Dec 2014 - Aug 2015 | < 1 |
Walmart | Ellicott City, MD | Apr 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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