Meshan Smith

from Independent Financial Group, LLC
SEC regulated
Regulated Investment Advisor
Meshan Smith is a financial advisor based in California, San Diego, with 14 years of experience. Meshan currently works for Independent Financial Group, LLC. Meshan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Meshan Smith works at Independent Financial Group, LLC
Independent Financial Group, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $5,141,162,593 of assets under management and employs about 697 people. Independent Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
12671 High Bluff Dr, Suite 200, San Diego, California, 92130

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