Adam Smith (CRD# 5881380) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Hts, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Sterling Hts, MI | May 2020 - Current | 3 |
| State Farm Investment Management Corp. | Washington, MI | May 2020 - Current | 3 |
| Adam Smith Insurance Agency | Washington, MI | Sep 2017 - Current | 6 |
| State Farm Vp Management Corp. | Washington, MI | Sep 2017 - Current | 6 |
| Adam Smith Insurance Agency | Sterling Heights, MI | Sep 2011 - Current | 12 |
| State Farm Vp Management Corp. | Sterling Heights, MI | Sep 2011 - Current | 12 |
| State Farm Investment Management Corp | Sterling Heights, MI | Sep 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
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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