Cason Smith (CRD# 6917171) is an Investment Advisor Representative working at Park Avenue Securities LLC in Gainesville, FL and has over 2 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Gainesville, FL | May 2021 - Current | 3 |
| Park Avenue Securities | Gainesville, FL | May 2021 - Current | 3 |
| Park Avenue Securities | Mobile, AL | Nov 2020 - May 2021 | < 1 |
| Guardian Life Insurance Company | Mobile, AL | May 2018 - May 2021 | 3 |
| Strategic Wealth Specialists | Mobile, AL | May 2018 - May 2018 | < 1 |
| Smith & Nephew | Andover, MA | Aug 2017 - Apr 2018 | < 1 |
| Clark Construction | Washington, Dc, DC | Jun 2016 - Jul 2017 | 1 |
| Full-time Student | Charlottesville, VA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- AL
- CA
- FL
- GA
- KY
- LA
- MD
- OR
- VA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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