Michael Smith Cfp®

Michael Smith Cfp® Email and Phone Number

Portfolio Manager at RVA Wealth Management @ RVA Wealth Management
glen allen, virginia, united states
Michael Smith Cfp®'s Location
Richmond, Virginia, United States, United States
Michael Smith Cfp®'s Contact Details

Michael Smith Cfp® work email

Michael Smith Cfp® personal email

n/a
About Michael Smith Cfp®

Specialties: Series 7, 55,63, and 65 licensed. Virginia Producer- Health, Life & Annuities.

Michael Smith Cfp®'s Current Company Details
RVA Wealth Management

Rva Wealth Management

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Portfolio Manager at RVA Wealth Management
glen allen, virginia, united states
Website:
rvawealthmanagement.com
Employees:
2
Michael Smith Cfp® Work Experience Details
  • Rva Wealth Management
    Portfolio Manager
    Rva Wealth Management May 2022 - Present
    Glen Allen, Virginia, United States
    View
  • Rva Wealth Management
    Wealth Manager
    Rva Wealth Management Nov 2018 - Present
    Glen Allen, Va
    Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, RVA Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
    View
  • Capstone Financial Partners
    Wealth Manager
    Capstone Financial Partners Jun 2014 - Nov 2018
  • Davenport & Company Llc
    Equity Trader
    Davenport & Company Llc Oct 2003 - Sep 2013
    Richmond, Virginia Area
    View
  • Bb&T Capital Markets
    Equity Sales Trader
    Bb&T Capital Markets Jun 1997 - Jun 2003
    View

Michael Smith Cfp® Skills

Series 65 Series 7 Financial Advisory Investments Insurance Equities Securities Series 63 Variable Annuities Trading Finra Bloomberg Capital Markets Customer Service Hedge Funds Trading Strategies Financial Services Equity Trading Asset Management Portfolio Management Alternative Investments

Michael Smith Cfp® Education Details

Frequently Asked Questions about Michael Smith Cfp®

What company does Michael Smith Cfp® work for?

Michael Smith Cfp® works for Rva Wealth Management

What is Michael Smith Cfp®'s role at the current company?

Michael Smith Cfp®'s current role is Portfolio Manager at RVA Wealth Management.

What is Michael Smith Cfp®'s email address?

Michael Smith Cfp®'s email address is ms****@****ort.com

What schools did Michael Smith Cfp® attend?

Michael Smith Cfp® attended Radford University.

What are some of Michael Smith Cfp®'s interests?

Michael Smith Cfp® has interest in Food, Sports, Travel, Investing.

What skills is Michael Smith Cfp® known for?

Michael Smith Cfp® has skills like Series 65, Series 7, Financial Advisory, Investments, Insurance, Equities, Securities, Series 63, Variable Annuities, Trading, Finra, Bloomberg.

Who are Michael Smith Cfp®'s colleagues?

Michael Smith Cfp®'s colleagues are Jared Keeley, Robin Colton.

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