Robert Mark Smith

Financial advisor at Mark Smith Financial Services, Inc. · Thousand Oaks, CA

Last updated 2026-10-10

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Robert Mark Smith is a financial advisor at Mark Smith Financial Services, Inc. in Thousand Oaks, CA, CRD 2953960. IAPD registration began 2016-07-14.

Registration

CRD number
2953960
Registration status
Active
IAPD registration
2016-07-14
Industry Experience
10 years
Work Experience
38 years
States registered
CA

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Personal Financial Specialist

Work history

  • 2016-05 to Present · Mark Smith Financial Services, Inc. · Thousand Oaks, CA
  • 1988-01 to Present · R. Mark Smith, Cpa/pfs, P.C. · Thousand Oaks, CA

Current employment

  • Mark Smith Financial Services, Inc. · Thousand Oaks Drive, CA

SEC IAPD record for Robert Mark Smith

About

Robert Mark Smith is a Personal Financial Specialist financial advisor at Mark Smith Financial Services, Inc. in Thousand Oaks, CA. The latest record indicates 10 years of industry experience and 38 years of reported work history.

Location

925 Broadbeck Drive, Thousand Oaks, CA 91320

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Official record

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