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David Harrison Smith

Bailard, Inc.

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About David Harrison Smith

David Harrison Smith is a financial advisor with Bailard, Inc. David has been in the financial industry for over 10 years. David is registered as an Investment Advisor Representative in the state of California and holds the Series 7 and 66 securities licenses. David is a Chartered Financial Analyst and has a strong background in providing financial planning and portfolio management services to individuals, families, foundations and endowments. David is a dedicated financial professional with a commitment to helping clients achieve their financial goals.

Firm Information

David Smith is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Smith’s Registration & Firm History

CA

09/10/2009 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

09/10/2009 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

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Licenses & Designations

BOTH

Issued 08/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Harrison Smith.
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