Marissa Smith is a registered investment advisor, based in Provo, UT, with 4 years of industry experience.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
Get directionsHistory
Regulatory History
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
Marissa co-owns Lyla June Co., distributing stickers and keychains, dedicating about 10-20% of her time. She is also an insurance agent (DBA Hudson Oaks) offering fixed life insurance, fixed annuities, and recommendations for life, disability, and LTC insurance, and is a Senior Investment Associate at Allegis Advisor Group, selling insurance products.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Portside Wealth Group, LLC
Previous Registrations
Stonebriar Wealth, LLC
Kinetic Investment Management, INC.
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations2 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.