R J. Smith
Professional summary
R Justin Smith, CFP®, who also goes by R. Justin Smith, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Greenfield, Indiana.
R is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. R has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view R Justin Smith's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
October 8, 2010 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 332 East Main Street, Greenfield, IN 46140July 20, 2010 - May 23, 2019
SECURITIES AMERICA, INC.
July 24, 2006 - December 15, 2009
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/8/2010)
Exams
Current Firm
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
Contact information
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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