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Parker Andrew Smith

CALTIER ADVISORS, LLC·POWAY, California
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14269 DANIELSON ST., POWAY, CA 92064CRD# 7514097Firm CRD# 317263
01

About

Parker Andrew Smith is a registered financial advisor based in POWAY, California, affiliated with CALTIER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALTIER ADVISORS, LLC
CALTIER ADVISORS, LLC
AUM
$7M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CALTIER ADVISORS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7514097
Firm CRD# 317263
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Parker Andrew Smith offer?
Parker Andrew Smith specializes in Retirement Planning, Fee-Only Advisory. Contact their office in POWAY, California for a consultation.
What are Parker Andrew Smith's credentials?
Parker Andrew Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parker Andrew Smith located?
Parker Andrew Smith is based in POWAY, California, working with CALTIER ADVISORS, LLC. Their office serves clients in the POWAY metropolitan area and surrounding communities.
How does Parker Andrew Smith charge for services?
Parker Andrew Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALTIER ADVISORS, LLC?
CALTIER ADVISORS, LLC has approximately 4 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POWAY
Larry Jerome Steckler — BLUE SKY CAPITAL CONSULTANTS GROUP, INC.Matthew David Belcher — CALTIER ADVISORS, LLCTravis Curran Hook — CALTIER ADVISORS, LLCJames Alfred Jones — CALTIER ADVISORS, LLCMichelle P Lin — BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
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
Advisor Fees in CaliforniaNational Fee Analysis
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