Harrison
Smith

Zions Capital Advisors, Inc

CRD#7202374
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Harrison Smith is a financial advisor based in Salt Lake City, Utah, working with Zions Capital Advisors, Inc. Harrison has previously held positions at Rhi General Group, Wells Fargo Clearing Services LLC, Charles Koch Institute, Idaho Freedom Foundation, Rexburg Business And Discovery Center, Walmart, Medical Recovery Services, Wells Fargo Clearing Services, LLC, and Zions Direct. Harrison has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Harrison is part of Zions Capital Advisors, Inc, which operates out of Salt Lake City, Utah. The firm has 1 office and 16 employees. The firm manages assets totaling $1.8 billion and offers portfolio management services for institutional clients. The fee structure at Zions Capital Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Zions Capital Advisors One South Main St., 12Th Floor
Salt Lake City, UT 84133

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Zions Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,816,084,542

UT Average: $693,624,108
Total Number of Employees

16

UT Average: 12
Total Number of Accounts

89

UT Average: 1,115
Average Account Size

$20,405,444

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Harrison Smith Work History

2022 - Present (2 years)

Zions Direct

2020 - 2022 (2 years)

Wells Fargo Clearing Services, LLC

2019 - 2020 (1 year)

Rhi General Group

2019 - 2020 (1 year)

Wells Fargo Clearing Services LLC

2019 - 2019 (< 1 year)

Charles Koch Institute

2018 - 2018 (< 1 year)

Idaho Freedom Foundation

2017 - 2017 (< 1 year)

Rexburg Business And Discovery Center

2016 - 2016 (< 1 year)

Walmart

2009 - 2016 (7 years)

Medical Recovery Services

Disclosures

Please visit the SEC profile of Harrison 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 Zions Capital Advisors, Inc

Aaron Crocker
Salt Lake City, UT
Richard Johnson
Salt Lake City, UT
Samuel Allen
Salt Lake City, UT
Catherine Novak
Houston, TX
Lincoln Taylor
West Jordan, UT
Bruce Snow
Salt Lake City, UT
Harrison Smith
Salt Lake City, UT
Kevin Reese
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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