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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Smith is an investment advisor representative with Elevage Partners, LLC. David Michael Smith is registered with the state of Nevada as an Investment Advisor Representative and Arizona as an Investment Advisor Representative. David Michael Smith has been in the industry since 2008. David Michael Smith has specializations in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles and Financial Planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NV
07/08/2024 - Present
Elevage Partners, LLC (RENO NV)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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