professional profile
Chad Matthew Smith, CFP
Overview
Chad Matthew Smith is an insurance agent and an investment adviser representative based in Ashland, OR, with 30 years in the industry.
- Years in the industry
- 30
- States licensed
- 4
- States registered
- 2
- Carrier appointments
- 6
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Licensed in 4 states
- Registered in 2 states
1 line of authority, with every state and its dates
Firms
- Retirement Planning Specialists, Inc.Current firm
Employment history since 2004
Carriers
6 active carrier appointments
Book and practice
Firm assets under management on file
request a demo
See what we have on Chad
We'll walk you through the full profile and how to find more people like Chad.