Gregory B. Smith
Professional summary
Gregory Brian Smith, who also goes by Greg Smith, Gregory Brian Smith, is a registered financial advisor currently at EVERTRUE FINANCIAL SERVICES located in Fort Wayne, Indiana and EVERTRUE FINANCIAL SERVICES LLC located in Fort Wayne, Indiana.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gregory has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Brian Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2017 - Present
EVERTRUE FINANCIAL SERVICES
Office #1: 10343 Dawson's Creek Blvd Suite A, Fort Wayne, IN 46825August 25, 2022 - Present
EVERTRUE FINANCIAL SERVICES LLC
Office #1: 10343 Dawsons Creek Blvd Suite A-1, Fort Wayne, IN 46825September 26, 2018 - January 2, 2019
GROWTH CAPITAL SERVICES, INC.
August 8, 2017 - November 7, 2017
USA FINANCIAL SECURITIES LLC
August 24, 2012 - June 1, 2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 14, 2012 - June 20, 2012
THE HUNTINGTON INVESTMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2017)
(8/24/2021)
Exams
Current Firm
EVERTRUE FINANCIAL SERVICES
CRD#: 284222 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 13,647,918 |
Red Flags
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