Debra
Smith

Fsc Securities Corporation

CRD#1275814
Investment Advisor
in Missoula, MT

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About this Advisor

Debra Smith is a certified financial planner operating out of Missoula, Montana, who has been in the financial industry for 26 years. Smith is currently employed by Fsc Securities Corporation. The advisor has gained experience at Fsc Securities Corporation and Rocky Mountain Financial LLC. Smith maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Montana. Fsc Securities Corporation is an advisory company that has its headquarters in Missoula, Montana. It has offices in 363 locations and a total of 1,529 employees. It handles $9 billion in total assets between its 36,879 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 71 charities and foundations. Of its 36,879 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which services are offered. However, fee types charged by Fsc Securities Corporation likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1800 S. Reserve Street Suite B
Missoula, MT 59801

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,699,257,548

MT Average: $3,570,121,308
Total Number of Employees

1,529

MT Average: 58
Total Number of Accounts

36,879

MT Average: 1,608
Average Account Size

$235,886

MT Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Debra Smith Work History

Debra has 26 years of experience.

1994 - Present (27 years)

Fsc Securities Corporation

1994 - Present (27 years)

Rocky Mountain Financial LLC

Disclosures

Debra Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fsc Securities Corporation

Clare Ciervo
Auburndale, MA
Vipul Varma
Parker, CO
Jeffrey Husak
Northville, MI
Caitlin Gilman
Charlotte, NC
Dennis Bohm
Raleigh, NC
Jeffrey Shenkman
Dallas, TX
Michael Kutch
Sarasota, FL
Ryan Peck
Overland Park, KS

This content was compiled from the SEC and FINRA.

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