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Mark Smith Named Barron's Top Independent Advisor in Colorado |
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DENVER, Colo., March 18, 2010— Although the economy has been turbulent, wealth advisor Mark Smith of M. J. Smith and Associates remains steady and predictable. Smith's firm has a remarkable 98 percent client retention rate over the past five years. That is one of the factors that landed him in Barron’s top spot for Colorado independent advisors and on the list of top 1,000 advisors in the U.S. According to Barron’s, advisors selected for the list are leaders in their states in assets under management, revenue produced for their firms, and philanthropic work. In addition to assets under management, Barron’s examined advisors’ quality of service and regulatory records. Advisors chosen had an average client retention rate of 97 percent. Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Personal Financial Planning Specialist, a Certified Investment Management Analyst, and a Certified Public Accountant. M. J. Smith and Associates offers fee-based asset management services with a comprehensive financial planning approach, which includes income tax planning. The firm is an independent registered investment advisor with the U.S. Securities and Exchange Commission. For more information call 303-768-0007 or visit http://www.mj-smith.com. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Back to Newsroom |
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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities Offered Through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC |
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