Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Douglas Smith is a financial advisor with over 30 years of experience in the financial services industry. Bret is registered with Lincoln Investment and Capital Analysts in Florida. Bret has experience providing financial planning, portfolio management and selection of other advisors. Bret is also a Certified Financial Planner and Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
10/04/2005 - Present
Lincoln Investment (GREENVILLE NC)
CA
08/01/1997 - 09/26/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IN
07/03/1996 - 08/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
01/03/1995 - 07/15/1996
GARCO EQUITY SALES, INC. (CARMEL IN)
MN
10/17/1990 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
05/24/1989 - 10/08/1990
PW SECURITIES, INC.
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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