Melissa Smith (CRD# 6207419) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Neligh, NE and has over 10 years of experience in the finance industry.
CRD# 6240376
Cetera Investment Advisers LLC
CRD# 4699065
Lpl Financial LLC
CRD# 218032
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Melissa Smith Insurance Agency | Plainview, NE | Apr 2021 - Current | 3 |
| State Farm Vp Management Corp | Plainview, NE | Apr 2021 - Current | 3 |
| Melissa Smith Insurance Agency | Creighton, NE | Apr 2021 - Current | 3 |
| State Farm Vp Management Corp | Creighton, NE | Apr 2021 - Current | 3 |
| State Farm Investment Management Corp | Neligh, NE | Aug 2019 - Current | 4 |
| Melissa Smith Insurance Agency | Neligh, NE | Jan 2014 - Current | 10 |
| State Farm Vp Management Corp | Neligh, NE | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- NE
- SD
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Total Assets Under Management10,165MILLIONS
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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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