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Smart Investments, Redlands, Ca.

Staff

Mr. Barrick Smart, President, Chief Investment Officer. Mr. Smart attended Arizona State University, earning a Bachelor of Science in Economics in 1974. Entering the securities business in 1976, Mr. Smart is the founder and President of Smart Investments Advisory Inc. and a Branch Manager with WBB Securities LLC.  Prior to joining WBB and Smart Investments Advisory, Mr. Smart was a Senior Vice-President and Branch Manager for The Seidler Companies, Inc., a NYSE Member Firm. Prior to Seidler, Mr. Smart was President of and a Branch Manager with the FINRA member firm of Hagerty Stewart and Associates, Inc., a Broker/Dealer and RIA. A resident of the mountain community of Lake Arrowhead, he is an officer of the local chapter of Rotary International, and avid community booster through numerous organizations. He enjoys water and snow sports, ocean sailing and rebuilding classic American muscle cars.

 

Mr. Jeffrey WM Spencer, Executive Vice- President, Financial Advisor:  Mr. Spencer is Executive Vice-President and a founding officer of Smart Investments Advisory Inc., and a Financial Advisor with WBB Securities LLC.  Mr. Spencer has a conservative approach to investing focusing on fixed income, equities, and insurance products.  Prior to helping found Smart Investments, Mr. Spencer was a Financial Advisor with The Seidler Companies Inc, a New York Stock Exchange Member Firm, formerly Hagerty, Stewart and Associates Inc.  Mr. Spencer moved to Redlands, CA in 1953 from New Jersey and has been a fixture in the Redlands community for many years. He attended San Bernardino Valley College, Mt. San Antonio College and LaSalle- School of Accounting.    Mr. Spencer is an avid golfer as well as a member of the Elks Lodge #583 for over 40 years.  

 

Mr. Roy “Ed” Bennett, Financial Advisor.  Mr. Bennett is a Registered Investment Advisor with Smart Investments and a Financial Advisor with WBB Securities LLC. He is also licensed to offer Insurance products.  His investment practice is to help clients navigate through the complexities of building and protecting their nest eggs through traditional investments as well as Annuities.  He graduated from the University of Phoenix with a Bachelor of Science, majoring in Business. Prior to joining Smart Investments, Mr. Bennett was a financial advisor with The Seidler Companies Inc., a New York Stock Exchange Member Firm.  He is part of the President’s Club and is a US Army Veteran.  His hobbies include Ping Pong and Off-road Motorcycle riding. 

 

Mrs. Alicia Arciniega, Investment Advisor Representative.    Mrs. Arciniega is an Investment Advisor Representative as well as an Administrative Assistant for Smart Investments Advisory Incorporated. She is a licensed Financial Advisor with WBB Securities LLC, focusing on young adults, encouraging them to start to plan ahead for their retirement early on in life. Mrs. Arciniega began her career in the investment business in 2005 with The Seidler Companies Incorporated, a NYSE member firm. In 2006, she joined Smart Investments Advisory Inc. as an Administrative Assistant, going on to earn her Series 7 General Securities Representative license and her Series 66 Investment Advisor Representative license in 2008.  Mrs. Arciniega is a resident of our local mountains and enjoys the outdoors with hobbies that include skiing, hiking, and water sports.


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