Deborah Smith Marsh

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2009 → 11/2020
  Century Bank & Trust
  Milledgeville, GA
• 04/2016 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2020 → Present
  Marsh Wealth Services, Llc
  Little Rock, AR

Other Businesses

Fixed insurance sales; as of 01/02/2016; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  1994-03-08

Other Names

• Deborah Elaine Smith