RS
RS

Robert Lee Smallwood

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

3701 Boardman - Canfield Rd. Suite 1, Canfield, OH, 44406

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert is a CPA providing accounting, tax, and business consulting services, dedicating minimal time. He also works as a pension consultant/third party administrator, registered investment advisor, registered representative, and insurance agent, spending about half his time on pension services and about a quarter of his time each on investment advisory and brokerage services, and minimal time on insurance sales.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2017 - Present · 9 yrs
Valmark Securities, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Beard Investment Services, INC.
January 2005 - Present · 21 yrs 1 mo
Previous Registrations
Beard Financial Services, INC.Broker
November 2004 - February 2017 · 12 yrs 3 mos
State Registrations5 states
FLGAMDOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Lee Smallwood - Financial Advisor | TrueAdvisor