Cheryl Leigh Smith
CLU®Professional Summary
Cheryl Leigh Smith, CLU®, who also goes by Cheryl Leigh Griggs, Cheryl Leigh Kinard, is a registered financial advisor currently at D.H. HILL ADVISORS, INC. located in Tyler, Texas and D.H. HILL SECURITIES, LLLP located in Tyler, Texas. Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Cheryl has worked at 11 firms and has passed the Series 65, Series 63, Series 6TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cheryl Leigh Smith, Cheryl Leigh Griggs, Cheryl Leigh Kinard
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
D.H. HILL ADVISORS, INC. | FIRST FINANCIAL UNITED MANAGEMENT, INC. | DBA D.H. HILL WEALTH MANAGEMENT
Contact Information
Main Address
1543 Green Oak Place Suite 200, Kingwood, TX 77339Mailing Address
1543 Green Oak Place Suite 200, Kingwood, TX 77339Phone Number
(832) 644-1852# of Employees
19SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
938AUM (Assets Under Management)
$226,395,564Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
D.H. HILL ADVISORS, INC. | FIRST FINANCIAL UNITED MANAGEMENT, INC. | DBA D.H. HILL WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/14/2022)
(10/14/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Leigh Smith's CRS (Customer Relationship Summary).
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