Stephen Smith (CRD# 4119877) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling Hts, MI and has over 23 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. | Shelby Twp, MI | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Shelby Twp, MI | Jun 2016 - Current | 7 |
| Steve Smith Insurance Agency | Shelby Twp, MI | Jun 2016 - Current | 7 |
| Steve Smith Insurance Agency | Sterling Heights, MI | Jan 2002 - Current | 22 |
| State Farm Vp Management Corp. | Sterling Heights, MI | Dec 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MI
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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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