Morgan Stanley
41yrs
Top advisor by experience in Thousand Oaks
10yrs
Robert Smith
Full name on record: Robert Mark Smith
Financial advisor at Mark Smith Financial Services
Robert Smith is a financial advisor in Thousand Oaks, California, with 10 years in the industry. Robert joined Mark Smith Financial Services in 2016, a firm offering financial planning and investment management. Robert holds the CPA/PFS designation.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office925 Broadbeck Drive Suite 230, Thousand Oaks, CA 91320
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$842,938
States licensed ?1 state
Services through Mark Smith Financial Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2016 – nowMark Smith Financial Services, Inc.Current firm
Contact Robert
(805) 494-1588Firm headquarters in Thousand Oaks Drive, CA. Ask for Robert. 925 Broadbeck Drive Suite 230Thousand Oaks, CA 91320Office · Get directions Firm websiteHTTPS://WWW.MARKSMITHFINANCIALSERVICES.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Mark Smith Financial Services at (805) 494-1588 and ask for Robert Smith. Robert works from the Thousand Oaks, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Mark Smith Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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