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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Olympia Ridge, LLC 11 months, 4 weeks Jun 2016 - Present
Triad Advisors, Inc. 1 year, 3 months Oct 2014 - Jan 2016
Cambridge Connection 1 year, 11 months Oct 2012 - Sep 2014
Dtg Operations 8 years, 11 months Sep 2003 - Aug 2012
Are You
Scott Culver Smith?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Scott Smith

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 20, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 24, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Olympia Ridge, LLC

Last updated on Feb. 9, 2017
    • N/A
      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees
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