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Alexis Smith

State Farm Investment Management Corp.

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About Alexis Smith

Alexis Smith is an investment advisor representative with State Farm Investment Management Corp. Alexis has been in the industry for over 5 years and is registered with the state of South Carolina. Prior to joining State Farm Investment Management Corp., Alexis worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexis also owns and operates Alexis Smith's Insurance Agency, an insurance agency affiliated with State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Alexis Smith is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexis Smith’s Registration & Firm History

SC

08/27/2024 - Present

State Farm Investment Management Corp. (Lake City SC)

SC

09/08/2023 - 07/19/2024

UBS FINANCIAL SERVICES INC. (Columbia SC)

SC

09/07/2021 - 09/12/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 04/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexis Smith.
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