Best Investors Account Sign in
Inactive

Jerry Michael Smith

Portfolio Advisory Council,L.L.C.

Houston, TX

Claim This Profile
Current Employers
Portfolio Advisory Council,L.L.C.

3 Greenway Plaza Suite 1776, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-08-22
  • TX RA
    APPROVED
    Since 2006-08-22

Branch Locations

3 Greenway Plaza Suite 1776, Houston, TX 77046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cimarron Houston TX 01/1999 Present
Portfolio Advisory Council, L.L.C. Houston TX 02/1999 Present
  • 01/1999 → Present
    Cimarron
    Houston, TX
  • 02/1999 → Present
    Portfolio Advisory Council, L.L.C.
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-21
S63 Uniform Securities Agent State Law Examination 1993-12-16
  • S66 Uniform Combined State Law Examination
    2006-08-21
  • S63 Uniform Securities Agent State Law Examination
    1993-12-16

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor