Stephanie Hale-Smith (CRD# 6453229) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oak Ridge, TN and has over 9 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Oak Ridge, TN | May 2023 - Current | 1 |
| Stephanie Hale-smith Insurance Agency | Oak Ridge, TN | Sep 2015 - Current | 8 |
| State Farm Vp Management Corp | Oak Ridge, TN | Sep 2015 - Current | 8 |
| State Farm Vp Management Corp. | Knoxville, TN | Feb 2015 - Aug 2015 | < 1 |
| State Farm Insurance | Knoxville, TN | Jan 2015 - Aug 2015 | < 1 |
| Tennessee Valley Authority | Knoxville, TN | Jan 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
- GA
- TN
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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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