Joffrey
Smith
The Patriot Financial Group, LLC
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About this Advisor
Joffrey Smith is a financial advisor based in Walpole, Massachusetts, working with The Patriot Financial Group, LLC. Joffrey has previously held positions at Securities America, Inc, Joffrey Smith Financial Group/The Patriot Financial Group, LLC, Cetera Financial Specialists LLC, The Patriot Financial Group, LLC, Lpl Financial LLC, and Private Advisor Group, LLC. Joffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Massachusetts, and Texas. Currently, Joffrey is part of The Patriot Financial Group, LLC, which operates out of Walpole, Massachusetts. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Patriot Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joffrey Smith Work History
Joffrey Smith Financial Group/The Patriot Financial Group, LLC
The Patriot Financial Group, LLC
Cetera Financial Specialists LLC
Securities America, Inc
Lpl Financial LLC
Private Advisor Group, LLC
Disclosures
Please visit the SEC profile of Joffrey Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Patriot Financial Group, LLC
West Warwick, RI
Walpole, MA
Shrewsbury, MA
Shrewsbury, MA
Omaha, NE
Walpole, MA
Walpole, MA
West Warwick, RI
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