Thomas Smith And Associates, Inc.
Thomas Smith And Associates, Inc. (CRD# 126810) is a financial advisory firm headquartered in Seneca, SC. They manage $8,677,051 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Thomas Smith And Associates, Inc.
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$1,735,410
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Thomas Smith And Associates, Inc.
1
David Smith (CRD# 2303443) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 31 years of experience in the finance industry.
2
Thomas Smith (CRD# 2057582) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 33 years of experience in the finance industry.
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