David Smith provides investment advice by consistently encouraging clients to pursue their goals in a timely manner. We provide education and information regarding retirement planning, investments, and strategies. CWA ensures a comfortable decision making process through relationship development, discussions, and a pleasant environment.
Cambridge Investment Research. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Non-Securities products and services are not offered through Cambridge Investment Research. Complete Wealth Advisors and Cambridge Investment Research are not affiliated.
Specialties: Investment advice, Retirement planning, income planning, and risk assessment.