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LS

Lamar C. Smith

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CRD#: 2623278
LS

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.

Lamar Campbell Smith was a registered financial professional .

Lamar is a previously registered financial professional and started their career in finance in 1996. Lamar had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 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

April 11, 2014 - February 3, 2020

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

October 16, 2012 - April 2, 2014

HEDGE HARBOR INC.

BD
CRD#: 44324
NEW YORK, NY
Past

February 17, 2012 - December 18, 2012

MATADOR HOLDINGS, LLC

RIA
CRD#: 149186
HOUSTON, TX
Past

October 23, 2009 - March 24, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

October 23, 2009 - March 24, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

July 13, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
HOUSTON, TX
Past

July 13, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
HOUSTON, TX
Past

May 27, 2004 - July 21, 2006

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
HOUSTON, TX
Past

May 17, 2004 - July 21, 2006

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
HOUSTON, TX
Past

February 4, 1997 - March 25, 1998

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 26, 1996 - February 7, 1997

J.P. MORGAN SECURITIES OF TEXAS, INC.

BD
CRD#: 17116
HOUSTON, TX

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
RR
IAR
Series 66
Date: 5/25/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 7/2/2004
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BS
BOUSTEAD SECURITIES, LLC
BOUSTEAD SECURITIES, LLC | MONARCH BAY SECURITIES, LLC | MONARCH BAY ASSOCIATES, LLC

CRD#: 141391 / SEC#: , 8-67384

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
6 Venture Suite 395, Irvine, CA 92618
Mailing Address
6 Venture Suite 395, Irvine, CA 92618
Phone number
(949) 295-1580
Established
California since 04/19/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BOUSTEAD & COMPANY LIMITEDMEMBER
BULL, ROBERT LEE IVFINOP & PRINCIPAL1521134
MCCLORY, DANIEL JOSEPHMEMBER1390780
SMITH, LINCOLN JOSEPH JRPRESIDENT/ CEO / CCO2501422

Disclosures


Regulatory Event1

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


BOUSTEAD SECURITIES, LLC

CRD#: 141391

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