Paul Douglas Smith

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 06/2019
  New York Life Insurance Co
  Austin, TX
• 11/2007 → 06/2019
  Nylife Securities Llc
  Austin, TX
• 02/2011 → 06/2019
  Eagle Strategies Llc
  Austin, TX
• 11/2004 → Present
  Physician'S Resource Services
  Austin, TX
• 06/2019 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2011-02-24 → 2019-06-10
  Eagle Strategies Llc
  Austin, TX
  Houston, TX
  Austin, TX

Other Businesses

1) ACTING/MODELING; ACT AND/OR MODEL FOR FILM, PRINT, AND TV; START DATE: 01/2011; ROLE/TITLE: EMPLOYEE; NOT INVESTMENT RELATED. 2) LICENSED INSURANCE AGENT; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA PHYSICIAN'S RESOURCE SERVICES; BROKERAGE; SOLE PROPRIETORSHIP. 3. PRC Sitio Del Rio LLC; 6618 Sitio Del Rio, Building E, Austin, TX 78730; Start Date 03/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours. 4) PRS Tax Advisors LLC; Role/Title: Managing Member; Start Date 01/01/2020. Approx. 4 hrs per month, none during trading hours. Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-05
• S63 Uniform Securities Agent State Law Examination
  2007-12-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant