Mitchell Smith (CRD# 7512151) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cumming, GA and has over 2 years of experience in the finance industry.
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
CRD# 1742325
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Cumming, GA | Mar 2023 - Current | 1 |
| State Farm Vp Management Corp. | Cumming, GA | Mar 2022 - Current | 2 |
| Mitchell Smith Insurance Agency | Cumming, GA | Jun 2020 - Current | 3 |
| State Farm Insurance | Atlanta, GA | Jan 2020 - May 2020 | < 1 |
| Carla Street Insurance Agency | Cumming, GA | Sep 2019 - Dec 2019 | < 1 |
| Unemployed | Cumming, GA | Jun 2019 - Sep 2019 | < 1 |
| Jonny On It | Atlanta, GA | Jan 2019 - Jun 2019 | < 1 |
| Elevate | Suwanee, GA | Jan 2018 - Jan 2019 | 1 |
| Mark Spain Real Estate | Alpharetta, GA | Jan 2017 - Jan 2018 | 1 |
| Mark Spain Real Estate | Alpharetta, GA | May 2015 - Jan 2017 | 1 |
| Full Time Education | Athens, GA | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- GA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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