John Brim (CRD# 2933011) is an Investment Advisor Representative working at Smith Group Asset Management in Dallas, TX and has over 26 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Smith Group Asset Management, LLC | Dallas, TX | Jul 2021 - Current | 3 |
Smith Asset Management Group/discovery Management | Dallas, TX | Mar 1998 - Jul 2021 | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1997 |
S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$60,793,504
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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