Robert Smith is a registered investment advisor, based in Jackson, MI, with 19 years of industry experience.
Location
2324 Brooklyn Rd, Jackson, MI, 49203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in several real estate ventures, including residential and commercial rentals, and scientific equipment leasing. He also owns a CPA firm providing tax and financial services, taking about 10-20% of his time, and is a trustee for his mother's estate.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Walnut Street Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.