LPL Financial
45yrs
Top advisor by experience in Lancaster
1yr
Benjamin Smith
Financial advisor at State Farm Investment Management
Benjamin Smith has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Lancaster, Pennsylvania. Benjamin joined State Farm Investment Management in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2481 New Holland Pike, Lancaster, PA 17601
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowState Farm Investment Management Corp.Current firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call State Farm Investment Management at 800-447-0740 and ask for Benjamin Smith. Benjamin works from the Lancaster, PA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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