Cambria Smith (CRD# 7550952) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mapleton, UT and has 1 year of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6890976
Acentus Group LLC
CRD# 4388180
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cambria Smith Insurance Agency | Mapleton, UT | Mar 2024 - Current | < 1 |
State Farm Investment Management Corp | Mapleton, UT | Mar 2024 - Current | < 1 |
State Farm Vp Management Corp | Mapleton, UT | Mar 2024 - Current | < 1 |
State Farm Vp Managment Corp | Springville, UT | May 2023 - Mar 2024 | < 1 |
State Farm Investment Management Corp | Springville, UT | May 2023 - Mar 2024 | < 1 |
Cambria Smith Insurance Agency | Springville, UT | May 2023 - Mar 2024 | < 1 |
State Farm Investment Management Corp | Pleasant Grove, UT | Dec 2022 - Apr 2023 | < 1 |
State Farm Vp Managment Corp | Pleasant Grove, UT | Dec 2022 - Apr 2023 | < 1 |
State Farm Insurance | Pleasant Grove, UT | Dec 2022 - Apr 2023 | < 1 |
State Farm Vp Managment Corp | Irvine, CA | Dec 2022 - Dec 2022 | < 1 |
State Farm Insurance | Irvine, CA | Dec 2022 - Dec 2022 | < 1 |
State Farm Investment Management Corp | Irvine, CA | Dec 2022 - Dec 2022 | < 1 |
State Farm Vp Managment Corp | Newport Beach, CA | May 2022 - Dec 2022 | < 1 |
David Misiego Insurance Agency | Newport Beach, CA | Jan 2021 - Dec 2022 | 1 |
Greg Johnson Insurance Agency | Santee, CA | Jan 2021 - Dec 2022 | 1 |
Jerry Estabrook Insurance Agency | Corona Dl Mar, CA | Jan 2021 - Dec 2022 | 1 |
Skip Crank Insurance Agency | Huntingtn Bch, CA | Jan 2021 - Dec 2022 | 1 |
Equinox It Services | Orem, UT | Feb 2018 - Dec 2020 | 2 |
Greystar Management | Anaheim, CA | Jul 2020 - Sep 2020 | < 1 |
Student | Poway, CA | May 2012 - Aug 2018 | 6 |
Alder Security | Orem, UT | Jan 2018 - Feb 2018 | < 1 |
Nordstrom | Escondido, CA | Nov 2016 - Dec 2016 | < 1 |
O's American Kitchen | Carmel Mountain, CA | Sep 2014 - Dec 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2022 |
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- ID
- NV
- UT
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.