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Todd S
Series 63, Series 65
Silverton, OR
Investment Research Corp
Todd Smith is a financial advisor with Investment Research Corp in Silverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Pinnacle Advisory Group, LLC, American Growth Financial Services, World Capital Brokerage, Inc., and LPL Financial LLC. Outside of his advisory work, he is involved in insurance sales and consulting and serves as an Oregon Notary Public. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.
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