QS
Quinten Smith
FORTHRIGHT CAPITAL ADVISORY
Princeton, TX
CRD#: 7485463
QS
Professional summary
Quinten Smith is a registered financial advisor currently at FORTHRIGHT CAPITAL ADVISORY located in Princeton, Texas.
Quinten is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Quinten has worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 04/2024, 80 hours per month and 60 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers. Limitless Real Estate, LLC; Non-Investment; 707 Declaration Dr. Princeton, Texas, 75407; Real Estate Agent; Owner/CEO; Owner/CEO; Start Date 09/2020; 5 hours per month and 0 during securities trading hours; Buying and selling real estate for clients. Forged by Fire, LLC; Non-Investment; 707 Declaration Dr. Princeton, Texas, 75407; Coaching/Consulting; CEO/Owner; CEO/Owner; Start Date 07/2025; 50 hours per month and 25 during securities trading hours; Coaching/Consulting men to help grow deeper in their walk with Jesus, lead their families and others around them, and become more of a masculine man.
CRS (Client Relationship Summary) - RIA
Click below to view Quinten Smith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2025 - Present
FORTHRIGHT CAPITAL ADVISORY
RIA
CRD#: 323596
Princeton, TX
Past
April 26, 2024 - December 31, 2024
FORTHRIGHT CAPITAL ADVISORY
RIA
CRD#: 323596
Republic, MO
Past
March 31, 2023 - April 29, 2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
SPRINGFIELD, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
RIA
Registered Investment Advisory firm - (7/25/2023 Approved)Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(1/15/2025)
IAR
Texas(1/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY
CRD#: 323596 / SEC#: 801-128191
RIA
Registered Investment Advisory firm - (7/25/2023 Approved)Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128
Mailing Address
Phone number
(725) 712-3016
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 882 |
| AUM (Assets Under Management) | $ 64,985,533 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
