L.G. Smith Financial Services
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 135994
- Website
- lgstax.com
- Fee structure
- Other
Firm profile
FINTRXOverview
L.G. Smith Financial Services is organized as a partnership and operates as an independent registered investment adviser in California. The firm’s primary business activity and industry affiliation are listed as accounting; ownership is identified as an individual. Its fee arrangement is categorized as “Other,” and the firm is not described as a capital allocator, pension consultant, or related adviser. The profile does not indicate multi-state advisory activity or an active ESG investing stance.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2John Campbell
Managing PartnerCRD 5042314
J. Murray Smith
Certified Public AccountantCRD 8020700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4017 E 7th St
- Time zone
- PT (UTC-8)
- Office locations
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