Erin Smith is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 2 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5307 West Hwy 290 Bldg 2, Ste 1, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is an independent contractor for Patriot Performance Management Group LLC, a family business selling oil filtration systems and grease products, dedicating a few hours per week to administrative and bookkeeping activities. She also works full-time as a relationship manager for Maugel & Purcell Financial Solutions and as a financial professional for Purcell Financial Solutions Group, both financial services firms, and spends minimal time as president of Young Women's Alliance Toastmasters Club.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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