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Roger T Smith

PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.·FOLSOM, California
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1130 IRON POINT ROAD #170, FOLSOM, CA 95630-8310CRD# 712967Firm CRD# 105052
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About

Roger T Smith is a registered financial advisor based in FOLSOM, California, affiliated with PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
PLANNED SOLUTIONS, INC.
AUM
$468M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 712967
Firm CRD# 105052
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger T Smith offer?
Roger T Smith specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Roger T Smith's credentials?
Roger T Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger T Smith located?
Roger T Smith is based in FOLSOM, California, working with PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Roger T Smith charge for services?
Roger T Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.?
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. has approximately 10 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
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