Kelly has 13 years of experience. None of the firm's 245 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Currently a registered investment advisor with Trend Management, Inc, they have gathered 12 years of experience in the financial advisory industry. than any other service in the U.S. Smith holds a Series 65 license, designating the advisor as an investment advisor representative. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the United States. Smith has a Series 65 license, qualifying the advisor as an investment advisor representative. ! The firm's fees may include asset-based and fixed fees.

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As a company, Trend Management, Inc manages $55 million in assets across 245 client accounts and retains three staff members. Kelly Smith is a financial advisor based in Springfield, Missouri.

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Kelly Smith in Missouri. Smith has worked their complete career at Trend Management, Inc.

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SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is advisors. financial advisors nearby, we ask you a series of questions about your retirement plans, life Kelly Smith is a financial advisor whose office is in Springfield, Missouri. To match you with top Smith holds a Series 65 license, designating the advisor as an investment advisor representative.

Offer a smile and a hello, you never know what that could mean to someone! Video. Currently a registered financial advisor with Trend Management, Inc, Smith has 13 years of professional experience in the financial advisory industry. Select the best result to find their address, phone number, relatives, and public records. Portfolio management for individuals and/or small businesses Kelly Smith in Missouri . Completing the CAPTCHA proves you are a human and gives you temporary access to the web property.If you are on a personal connection, like at home, you can run an anti-virus scan on your device to make sure it is not infected with malware.If you are at an office or shared network, you can ask the network administrator to run a scan across the network looking for misconfigured or infected devices. Our matching tool has connected more individuals with financial advisors The top city of residence is Saint Louis, followed by Kansas City. Trend Management, Inc is headquartered in Springfield, Missouri. View Kelly Smith’s profile on LinkedIn, the world's largest professional community. Kelly Smith is a financial advisor based in Springfield, Missouri. 207 records in 156 cities for Kelly Smith in Missouri. Kelley Smith in Missouri.

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