David Smith, Financial Advisor located in Roseburg, OR

Financial Advisor
David A Smith

CMFA®, AAMS®
1122 NW Garden Valley Blvd, Suite 201, Roseburg, OR 97471opens in a new window
Accepting New Clients
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Focus Areas

  • Military Professionals & Veterans
  • New Investors
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CMFA®

    CMFAUSA

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Farming
  • Outdoor Enthusiast
  • Spending Time with Family
  • Crafts
  • Gardening

Team Members

  • Tara Terry
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(541) 672-5004

Fax

(844) 766-3607

Office Address

1122 NW Garden Valley Blvd
Suite 201
Roseburg, OR 97471opens in a new window

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