Aaron Smith (CRD# 4129234) is an Investment Advisor Representative working at Smith Company Financial Advisors / Fusion Funds in Chino Hills, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Securities Service Network, Inc. | Chino Hills, CA | Feb 2003 - Current | 21 |
Private Wealth Asset Management | Chino Hills, CA | Dec 2002 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
CA
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