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GS

Gale L. Smith

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CRD#: 862243
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gale Lynn Smith, who also goes by Gale L Smith, was a registered financial professional .

Gale is a previously registered financial professional and started their career in finance in 1979. Gale had worked at 7 firms and has passed the Series 63, Series 7, Series 27, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gale L Smith

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 13, 2007 - December 16, 2019

GALE L. SMITH & COMPANY, INC.

RIA
CRD#: 117594
SOLDOTNA, AK
Past

January 18, 1984 - May 3, 1991

AMERICAN DISCOUNT BROKERS, INC.

BD
CRD#: 14449
Past

January 17, 1984 - May 13, 1991

AMERICAN STOCKBROKERS, INC.

BD
CRD#: 14378
Past

May 3, 1982 - February 2, 1984

BURGESS & LEITH INCORPORATED

BD
CRD#: 114
Past

April 17, 1980 - May 14, 1982

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 31, 1980 - May 3, 1980

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 1, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/19/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GL
GALE L. SMITH & COMPANY, INC.
GALE L. SMITH & CO. | GALE LYNN SMITH | GALE L. SMITH & COMPANY, INC.

CRD#: 117594 / SEC#:

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Contact information


Main Address
Soldotna, AK
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GALE L. SMITH & COMPANY, INC.

CRD#: 117594

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