BJ
Benjamin James Smith
CRD 6027765
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Guidance Point Advisors, Llc | Registered representative | 07/20/2026 |
| Guidance Point Retirement Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Guidance Point Advisors, Llc
Member/Preferred Unit Holder And Principal · 10% – 25% · Oct 2024
-
Guidance Point Retirement Services, Llc
Chief Investment Officer · 10% – 25% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗