Merrill
47yrs
Top advisor by experience in Chattanooga
20yrs
John Smith
Full name on record: John David Smith
Financial advisor at Cambridge Investment Research Advisors
Based in Chattanooga, Tennessee, John Smith is a fiduciary financial advisor with 20 years of industry experience. John has been with Cambridge Investment Research Advisors since 2025; before that, John spent six years at MSI Financial Services. John holds the ChFC designation.
One of 433 advisors with offices in Chattanooga, and one of 373 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
OfficeChattanooga, TN
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2006 – 2012MSI Financial Services, Inc.Previously
Contact John
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for John. Chattanooga, TNOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 John
How do I contact John?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for John Smith. John works from the Chattanooga, TN office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask John 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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