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RS

Ronald K. Smith

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CRD#: 1383625
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Keith Smith was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1985. Ronald had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 9, Series 10 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 2, 2008 - August 23, 2019

SMITH GROUP FINANCIAL CORPORATION

RIA
CRD#: 147236
PALM COAST, FL
Past

April 5, 2007 - March 11, 2008

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
ATLANTA, GA
Past

November 29, 2006 - March 11, 2008

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
ATLANTA, GA
Past

October 28, 2005 - December 11, 2006

OSAIC FS, INC.

RIA
CRD#: 3870
ATLANTA, GA
Past

October 26, 2005 - December 11, 2006

OSAIC FS, INC.

BD
CRD#: 3870
ATLANTA, GA
Past

June 24, 2004 - October 26, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
JACKSONVILLE, FL
Past

June 18, 2004 - October 26, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

December 19, 2003 - June 7, 2004

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ATLANTA, GA
Past

December 10, 1998 - June 7, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 10, 1998 - June 7, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

September 12, 1997 - November 24, 1998

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

September 16, 1985 - June 9, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SG
SMITH GROUP FINANCIAL CORPORATION
SMITH GROUP FINANCIAL CORPORATION

CRD#: 147236 / SEC#:

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Contact information


Main Address
Palm Coast, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SMITH GROUP FINANCIAL CORPORATION

CRD#: 147236

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