J. Smith is a registered investment advisor at L.G. Smith Financial Services, based in Long Beach, CA. J. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4017 E. 7th St., Long Beach, CA, 90804
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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.
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J.M. Smith is an officer of L.G. Smith Accountancy Corporation, which provides accounting services. J.M. Smith dedicates about half of their time to this business, with some of that time occurring during securities trading hours.
Employment History
Current Registrations
L.G. Smith Financial Services
State Registrations1 state
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