Clinton Smith (CRD# 6946999) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mechanicsburg, PA and has over 6 years of experience in the finance industry. Clinton Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Harrisburg, PA | Sep 2021 - Current | 2 |
| Sevenbridge Financial Group, LLC | Harrisburg, PA | May 2018 - Sep 2021 | 3 |
| Bdo Usa LLP | Harrisburg, PA | May 2014 - Apr 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- PA
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Total Assets Under Management5,520MILLIONS
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Total Number of Accounts15,301ACCOUNTS
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Average Account Value$360,738
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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