Levi Smith (CRD# 7046508) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 4 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cerity Partners LLC | Fort Worth, TX | Feb 2024 - Current | < 1 |
Goldman Sachs | Dallas, TX | Jun 2021 - Feb 2024 | 2 |
Unemployed | Rusk, TX | Jan 2021 - Jun 2021 | < 1 |
Fisher Investments | Plano, TX | Mar 2020 - Dec 2020 | < 1 |
Unemployed | Dallas, TX | Jan 2020 - Feb 2020 | < 1 |
Northern Lights Distributors, LLC | Omaha, NE | Oct 2019 - Dec 2019 | < 1 |
Holbrook Holdings, Inc. | Portland, OR | Sep 2019 - Dec 2019 | < 1 |
Securion Financial Services, Inc. | St Paul, MN | Jun 2019 - Aug 2019 | < 1 |
Martin Financial Group | Saint Paul, MN | Jun 2019 - Aug 2019 | < 1 |
D&d Swabbing, LLC | Palestine, TX | Jan 2017 - Jun 2019 | 2 |
Dillards, Inc. | Tyler, TX | Aug 2016 - Dec 2016 | < 1 |
Unemployed | Palestine, TX | May 2016 - Aug 2016 | < 1 |
Northeast Texas Community College | Mt Pleasant, TX | Aug 2015 - May 2016 | < 1 |
Unemployed | Palestine, TX | May 2015 - Aug 2015 | < 1 |
Pat Lobb's Toyota Of Mckinney | Mckinney, TX | Jan 2015 - May 2015 | < 1 |
All My Son's Moving And Storage | Mckinney, TX | Dec 2014 - Feb 2015 | < 1 |
Northeast Texas Community College | Mt Pleasant, TX | Aug 2014 - Dec 2014 | < 1 |
Unemployed | Palestine, TX | May 2014 - Aug 2014 | < 1 |
Stephen F. Austin State | Nacogdoches, TX | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TX
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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