Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Smith is a financial advisor in Cranberry Twp, PA, and has been in the industry since January 31, 2001. David is registered with the state of Pennsylvania and is a registered representative of Hoffman Capital Advisors LLC. David's previous experience includes working at Hefren-Tillotson, Inc. and Creese, Smith & Co, LLC. David offers financial planning and portfolio management services to individuals and businesses. David is also an outside advisor for Hoffman Capital Advisors LLC. David is passionate about helping clients reach their financial goals.
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.
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.
1
2
PA
02/08/2018 - Present
Hoffman Capital Advisors LLC (CRANBERRY TWP PA)
PA
01/31/2001 - 12/18/2017
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 02/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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