Rose Smith (CRD# 3015214) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, NY and has over 23 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 5807031
Edward Jones
CRD# 2859027
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Sidney, NY | Aug 2021 - Current | 2 |
| State Farm Vp Management Corp. | Sidney, NY | Feb 1998 - Current | 26 |
| State Farm Insurance | Sidney, NY | Jan 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
- NY
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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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