Kameron Thomas Smith

Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2013 → 09/2020
  Lifeplan Financial Group, Inc.
  Dayton, OH
• 09/2020 → 02/2024
  Mckinley Carter Wealth Services
  Dayton, OH
• 02/2024 → Present
  Parallel Advisors, Llc
  Dayton, OH

Previous Registrations

• 2020-09-10 → 2024-04-07
  Mckinley Carter Wealth Services, Inc.
  Wheeling, WV
  Miamisburg, OH
• 2014-10-07 → 2020-12-01
  Lifeplan Financial Group, Inc.
  Dayton, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-31

Designations

• Certified Financial Planner

Other Names

• Kameron T Smith