Adam SmithCRD Number: 5170523
Current Firm: State Farm Investment Management Corp.
Adam Smith (CRD# 5170523) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prescott, AZ and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Yavapai Financial Planning, LLC
Lpl Financial LLC
|State Farm Investment Management Corp||Prescott, AZ||Jan 2022 - Current||< 1|
|State Farm Insurance||Prescott, AZ||Jun 2020 - Current||1|
|State Farm Vp Management Corp||Prescott, AZ||Jun 2020 - Current||1|
|State Farm Insurance||Highlands Ranch, CO||Jan 2020 - Jun 2020||< 1|
|State Farm Vp Management Corp||Highlands Ranch, CO||Jan 2020 - Jun 2020||< 1|
|State Farm Vp Management Corp.||Englewood, CO||Mar 2013 - Jan 2020||6|
|State Farm Insurance||Englewood, CO||Mar 2013 - Jan 2020||6|
|State Farm Insurance||Prescott Valley, AZ||May 2009 - Mar 2013||3|
|State Farm Vp Management Corp.||Prescott Valley, AZ||May 2009 - Mar 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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