Bret Douglas Smith
Investment adviser representative at Capital Analysts
44 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Capital AnalystsJul 2015 to now
- Lincoln Investment Planning, IncSep 2005 to now
- West Coast Financial Group, Inc.Jan 1986 to now
- Bret D. Smith & Self-employed (insuranceJan 1982 to Aug 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1939876
- Firm CRD
- 162200