Keith Smith (CRD# 2219973) is an Investment Advisor Representative working at Turner Capital Investments, LLC in Shady Shores, TX and has over 32 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 |
|---|---|---|---|
| Hub International Group | Plano, TX | Nov 2021 - Current | 2 |
| Turner Capital Investments, LLC | Shady Shores, TX | Nov 2017 - Current | 6 |
| Erisa Group, LLC | Shady Shores, TX | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- TX
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts638ACCOUNTS
-
Average Account Value$167,514
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA
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