linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Andrew Smith

Natural Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Andrew Smith

Eric Andrew Smith is an investment advisor representative with Natural Investments. Eric has been in the industry since 1986, and his specializations include providing financial planning, educational seminars, and selection of other advisors. Eric is registered to provide investment advice in Washington. Eric is a Certified Financial Planner. Prior to joining Natural Investments, Eric worked with KMS Financial Services, INC. Eric has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Eric is a skilled and experienced advisor, and he is committed to helping his clients achieve their financial goals.

Firm Information

Eric Smith is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

check

other

Financl plng fees either on a project, hourly or retainer basis

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Smith’s Registration & Firm History

WA

08/08/2016 - Present

Natural Investments (Seattle WA)

WA

08/11/1988 - 08/08/2016

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

NA

05/27/1986 - 08/03/1988

LOWRY FINANCIAL SERVICES CORPORATION

Not sure if Eric Andrew Smith is right for you?

Licenses & Designations

IA

Issued 12/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Andrew Smith.
Not sure if Eric Andrew Smith is right for you?