Daniel Smith
Daniel Smith is a registered investment advisor at Allstate Financial Advisors, LLC, based in Clarksville, MD, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
12447 Clarksville Pike 2B, Clarksville, MD, 21029
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hartford Equity Sales Company INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 states
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.