Todd Christian Smith
Investment adviser representative at Investment Research Corp
17 yearsExperience
4 statesRegistered in
$76.3MFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Pinnacle Advisory Group, LLCDec 2018 to now
- American Growth Financial ServicesJan 2018 to now
- Investment Research CorpFeb 2017 to now
- World Capital Brokerage, Inc.Feb 2017 to now
- LPL Financial LLCOct 2009 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 4 states (MO, NM, OR, TX).
Investment Research Corp
$76.3MAssets managed
166Clients
15Advisers
54 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
- 2832650
- Firm CRD
- 108208