Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Smith is a financial professional with over 18 years of experience in the industry. John is currently registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since 2012. Previously, John has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company. John David Smith is a licensed insurance agent and a Certified Divorce Financial Analyst, providing financial planning services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
11/13/2012 - Present
Cambridge Investment Research Advisors, Inc. (Panama City FL)
FL
04/04/2006 - 11/02/2012
METLIFE SECURITIES INC. (PANAMA CITY FL)
FL
04/04/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PANAMA CITY FL)
VA
03/29/1999 - 09/08/2000
ELITE INVESTMENTS, LLC (RICHMOND VA)
BOTH
Issued 06/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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