Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Leigh Smith is an investment advisor representative at D.h. Hill Advisors, Inc. Cheryl has been in the financial services industry since 1998, providing financial and retirement planning services to individuals, high-net-worth individuals, and businesses. Cheryl holds the Series 7, 63, 65, and 6TO licenses, and SIE certification. Cheryl is also an insurance agent for Texas Financial and Retirement. In addition to her work as a financial advisor, Cheryl also manages rental properties in Abilene, Gainesville, and Foxmoor.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets from third party investment advisers
1
2
TX
10/14/2022 - Present
D.h. Hill Advisors, Inc. (Tyler TX)
TX
11/03/2020 - 10/14/2022
MADISON AVENUE SECURITIES, LLC (Tyler TX)
TX
12/05/2019 - 08/10/2020
DEMPSEY LORD SMITH, LLC (TYLER TX)
TX
03/27/2019 - 12/10/2019
ONEAMERICA SECURITIES, INC. (DALLAS TX)
TX
03/15/2018 - 12/31/2018
ALLSTATE FINANCIAL SERVICES, LLC (Flint TX)
IL
07/10/2002 - 12/20/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
03/29/2001 - 05/13/2002
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
MO
10/06/1999 - 03/05/2001
EDWARD JONES (ST. LOUIS MO)
NY
10/22/1998 - 10/12/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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