Adam Smith, financial advisor Murfreesboro TN
93 score

Adam Smith

CRD Number: 5629183
Current Firm: Primerica Advisors

Adam Smith (CRD# 5629183) is an Investment Advisor Representative working at Primerica Advisors in Murfreesboro, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Murfreesboro, TN Dec 2008 - Current 9
Primerica Financial Services Murfreesboro, TN Oct 2008 - Current 9
Middle Tn State University Murfreesboro, TN Aug 2005 - Dec 2009 4
Swings Custom Cabinet Shelbyville, TN May 2003 - Aug 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Adam D. Smith
Phone Number: 800-544-5445
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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