Benjamin James Smith
Chief Investment OfficerGuidance Point Retirement Services, LLCCRD 6027765
About Benjamin James Smith
Benjamin James Smith is listed as Chief Investment Officer at Guidance Point Retirement Services, LLC in Portland, ME. Form ADV reports a beneficial ownership band of 10-25%. Benjamin James Smith is associated with 2 registered advisers.
Reported ownership
Owns 10-25% of Guidance Point Retirement Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Benjamin James Smith work?
Benjamin James Smith is listed as Chief Investment Officer at Guidance Point Retirement Services, LLC on SEC Form ADV.
How much of Guidance Point Retirement Services, LLC does Benjamin James Smith own?
Form ADV reports a beneficial ownership band of 10-25%.
Guidance Point Retirement Services, LLC
| Title | Chief Investment Officer |
| Ownership | 10-25% |
| Control person | No |
| Since | 2012 |
Guidance Point Advisors, LLC
| Title | Member/Preferred Unit Holder And Principal |
| Ownership | 10-25% |
| Control person | No |
| Since | 2015 |