Where are Smedley Financial Services Inc.®'s Headquarters?

Smedley Financial Services Inc.®'s Headquarters are in 420 E South Temple Ste 420 ,Salt Lake City,Utah,United States

What is Smedley Financial Services Inc.®'s phone number?

Smedley Financial Services Inc.®'s phone number is +1 801-355-8888

What is Smedley Financial Services Inc.®'s Revenue?

Smedley Financial Services Inc.®'s revenue is $0 - 1M

What is Smedley Financial Services Inc.®'s NAICS code?

Smedley Financial Services Inc.®'s NAICS code is 541110

How many employees are working in Smedley Financial Services Inc.®

Smedley Financial Services Inc.® has 3 employees

What is Smedley Financial Services Inc.®'s Industry?

Smedley Financial Services Inc.® is in the industry of Financial Services

Who is Smedley Financial Services Inc.®'s Marketing Manager?

Smedley Financial Services Inc.®'s Marketing Manager is Lynette Watts

Smedley Financial Services Inc.®

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Description

Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Under his leadership the Smedley Financial Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios.The Smedley Wealth Management Team focuses on building relationships through world class client service, specialized private wealth planning solutions, and various wealth management offerings. We understand that financial choices abound and work to deliver superior solutions to our clients.As an independent firm, we have the ability to match each product and solution that best meets each client's unique situation.Our Investment Management Team provides investment strategies designed to navigate the changing market environment. Focusing on investment time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunitiesSmedley Financial applies a company-wide philosophy that centers on putting our client's need first in all that we do.Investment Advisors across the United States have used the investment management services of Smedley Financial to provide asset management solutions for their clients through the Envestnet platform.Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Rodney A. Walker, Shane P. Thomas, And Mikal B. Aune, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated.Securities licensed in the following states: AE, AK, AR, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MI, MO, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WY. Insurance licensed: AZ, CA, GA, ID, MO, NE, NV, OK, TX, UT and WY. RIA registered in AZ, CA, CO, FL, GA, ID, LA, NE, NV, NY, OR, TX, UT, VA and WA.Member FINRA (www.finra.org) SIPC (www.sipc.org)
Headquarters:420 E South Temple Ste 420 , Salt Lake City, Utah, United States
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Phone Number: +1 801-355-8888
Website:
Employees:3
Revenue:$0 - 1M
Legal Name:Smedley Financial Services Inc.®
Smedley Financial Services Inc.®'s Social Media
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| NAICS Code: 541110 |
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Marketing Manager for Smedley Financial Services Inc.®

Lynette Watts

Marketing Manager

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