Robert J. Smith
Professional summary
Robert Joseph Smith, who also goes by Robert Joseph Smith, is a registered financial advisor currently at INTEGRATED FINANCIAL SOLUTIONS, PLLC located in Scottsdale, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 20, 2019 - Present
INTEGRATED FINANCIAL SOLUTIONS, PLLC
Office #1: 20865 N. 90th Place, Suite 110, Scottsdale, AZ 85255May 30, 2012 - October 16, 2019
VOYA FINANCIAL ADVISORS, INC.
February 22, 2012 - October 16, 2019
VOYA FINANCIAL ADVISORS, INC.
September 12, 2006 - August 18, 2011
MML INVESTORS SERVICES, LLC
November 5, 2003 - August 18, 2011
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/20/2019)
Exams
Current Firm
INTEGRATED FINANCIAL SOLUTIONS, PLLC
CRD#: 291326 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 289 |
| AUM (Assets Under Management) | $ 85,047,012 |
Red Flags
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