personimage

David H. Smith

Bailard Fund Services, Inc.

Financial Planner in San Mateo, CA

Address:
950 Tower Ln, Ste 1900
San Mateo, CA 94404
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About David H. Smith

David Smith is a financial professional at Bailard Fund Services, Inc. located in San Mateo, California. David Smith holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

David Smith provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Smith
950 Tower Ln, Ste 1900
San Mateo, CA 94404

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for David H. Smith

Looking for a financial advisor located near San Mateo, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.