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James Richard Smith

PRIME SOLUTIONS FINANCIAL SERVICES CORP.·NEWTOWN SQUARE, Pennsylvania
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3415 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2912761Firm CRD# 120499
01

About

James Richard Smith is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with PRIME SOLUTIONS FINANCIAL SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
AUM
$24M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRIME SOLUTIONS FINANCIAL SERVICES CORP. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2912761
Firm CRD# 120499
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Richard Smith offer?
James Richard Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are James Richard Smith's credentials?
James Richard Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Smith located?
James Richard Smith is based in NEWTOWN SQUARE, Pennsylvania, working with PRIME SOLUTIONS FINANCIAL SERVICES CORP.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does James Richard Smith charge for services?
James Richard 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 PRIME SOLUTIONS FINANCIAL SERVICES CORP.?
PRIME SOLUTIONS FINANCIAL SERVICES CORP. has approximately 1 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Advisor Fees in PennsylvaniaNational Fee Analysis
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