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Caitlynn Smith

State Farm VP Management Corp.

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About Caitlynn Smith

Caitlynn Smith is a financial professional with State Farm VP Management Corp. located in Lexington, KY. Caitlynn has been in the industry since 2022 and holds the Series 63, Series 6TO and SIE licenses. Caitlynn is registered to conduct business in Michigan.

Firm Information

Caitlynn Smith is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Caitlynn Smith’s Registration & Firm History

KY

07/18/2022 - Present

State Farm VP Management Corp. (Lexington KY)

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Licenses & Designations

BC

Issued 09/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2022

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

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlynn Smith.
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