David Smith Email & Phone Number
Registered Representative @ United Planners Financial Services
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David Smith Location
- Bend, OR, US
David Smith Work
- 2009 -now Registered Representative @
- 1983 -now Founder, President, Chief Compliance Officer, Wealth Manager, Advisor @
- 2009 -2024 Wealth Manager, Advisor @
- 2002 -2007 Financial Planner @
- 1985 -2002 Financial Planner, Registered Representative @
David Smith Education
- The American College of Financial Services
Chartered Financial Consultant (Financial Planning and Services)
2002-2006 - Portland State University
(Business Administration and Management, General)
1979-1984
David Smith Summary
- David Smith, based in Bend, OR, US, is currently a Registered Representative at United Planners Financial Services of America, a Limited Partnership. David Smith brings experience from previous roles at Strategic Wealth Management, LLC, MetLife Financial Services and Allmerica Investments, Inc., Allmerica Financial. David Smith holds a 2002 - 2006 Chartered Financial Consultant in Financial Planning and Services @ The American College of Financial Services. David Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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