Cheryl Smith is a registered investment advisor, based in Tyler, TX, with 26 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6713 Old Jacksonville Hwy, Tyler, TX, 75703
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Regulatory History (1)
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Customer Dispute
February 2003Denied
Other Business ActivitiesSells Insurance
Cheryl works full-time as an Analyst Relationship Director at Texas Financial and Retirement, focusing on insurance sales and services. She also owns rental houses managed by a third party, requiring minimal time commitment.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
October 2022 - Present · 4 yrs
D.H. Hill Securities, LllpBroker
October 2022 - Present · 4 yrs
Previous Registrations
Madison Avenue Securities, LLCBroker
November 2020 - October 2022 · 1 yr 11 mos
Ae Wealth Management, LLC
April 2020 - October 2022 · 2 yrs 6 mos
Dempsey Lord Smith, LLCBroker
December 2019 - August 2020 · 8 mos
Oneamerica Securities, INC.Broker
March 2019 - December 2019 · 9 mos
Allstate Financial Services, LLCBroker
March 2018 - December 2018 · 9 mos
State Farm Vp Management CORP.Broker
July 2002 - December 2016 · 14 yrs 5 mos
First Command Financial Planning, INC.Broker
March 2001 - May 2002 · 1 yr 2 mos
Edward JonesBroker
October 1999 - March 2001 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
October 1998 - October 1999 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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