Natasha Smith Email and Phone Number
Natasha Smith work email
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Natasha Smith personal email
I have worked in the financial services industry for more than 20 years, and have had the opportunity to work with both independent and wire house firms, holding a number of growth positions in the industry. My experience in both client service and branch operations management has provided me a well rounded view that allows me the ability to be proactive in both client service and business management. Through our clearing firm, LPL Financial, I hold the Series 7, 9, 10, & 63 I am a graduate of Mississippi State University. I am an avid supporter of animal rescue, and have three amazing rescue dogs of my own. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Securities offered through LPL Financial - Member FINRA/SIPC - For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Caldwell Advisors, LLCa registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Caldwell Advisors, Llc
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Chief Compliance OfficerCaldwell Advisors, Llc Jul 2022 - PresentBrentwood, Tn, UsSecurities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Caldwell Advisors, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Chief Operating OfficerCaldwell Advisors, Llc Feb 2019 - PresentBrentwood, Tn, Us -
Branch Operations ManagerCaldwell Advisors, Llc Nov 2010 - Feb 2019Brentwood, Tn, Us -
Complex Service ManagerMorgan Stanley Smith Barney Sep 2007 - Oct 2010New York, Ny, Us -
Registered Marketing AssociateSmith Barney 2000 - 2005
Natasha Smith Education Details
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Mississippi State UniversityEnglish -
University Of MississippiEnglish/Philosophy
Frequently Asked Questions about Natasha Smith
What company does Natasha Smith work for?
Natasha Smith works for Caldwell Advisors, Llc
What is Natasha Smith's role at the current company?
Natasha Smith's current role is Chief Operating Officer / Chief Compliance Officer at Caldwell Advisors, LLC.
What is Natasha Smith's email address?
Natasha Smith's email address is ns****@****llc.com
What schools did Natasha Smith attend?
Natasha Smith attended Mississippi State University, University Of Mississippi.
What are some of Natasha Smith's interests?
Natasha Smith has interest in Professional Networking, Writing, Animal Rescue, Cooking, Investing, Politics, Economic Empowerment, Reading, Animal Welfare.
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