Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Wayne Smith is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with State Farm Investment Management Corp. and has been with the firm since March 2013. Anthony holds a Series 6, 7, 24, 63 and 65 licenses as well as the SIE certification. He is also a Chartered Financial Consultant. In addition to his current role, Anthony has held positions at several other firms including: LINSCO/PRIVATE LEDGER CORP., INVESTMENT PROFESSIONALS, INC., A. G. EDWARDS & SONS, INC., JACKSON NATIONAL FINANCIAL SERVICES, INC., and FORTIS INVESTORS, INC.. Anthony is dedicated to providing personalized financial advice and guidance to his clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
08/13/2018 - Present
State Farm Investment Management Corp. (Bossier City LA)
SC
09/27/2000 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
07/16/1999 - 09/27/2000
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
03/14/1997 - 07/27/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
12/02/1996 - 03/18/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
07/21/1995 - 11/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Smith is the right advisor for you? Invested Better is here to help.
