Craig
Smith
Von Borstel & Associates
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About this Advisor
Craig Smith is a certified financial planner, chartered financial consultant and chartered financial analyst based out of Portland, Oregon, with 3 years of relevant experience. Smith currently works for Von Borstel & Associates. During their career, Smith has held roles at Lpl Financial LLC, Oregon Trail Financial Services, Inc, Von Borstel & Associates, Inc and Financial Advocates Investment Management. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Oregon and Washington. Von Borstel & Associates is a registered investment firm operating out of The Dalles, OR. It has a total of nine financial advisors. It oversees $446 million in assets between its 1,953 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,953 client accounts, 37% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial management typically vary depending on the type of financial services offered. However, fee types billed by Von Borstel & Associates may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Von Borstel & Associates Brokerage Details
$445,723,829
9
1,953
$228,225
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Craig Smith Work History
Craig has been registered as a financial advisor for 3 years.*
Von Borstel & Associates, Inc
Financial Advocates Investment Management
Von Borstel & Associates, Inc
Lpl Financial LLC
Oregon Trail Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig 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 Von Borstel & Associates
The Dalles, OR
Portland, OR
The Dalles, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
