Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
1yr
Adam Samples
Financial advisor at State Farm Investment Management
Adam Samples has worked in the financial industry for 1 year and is a fiduciary financial advisor based in West Chester, Pennsylvania. Adam joined State Farm Investment Management in 2026, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office666 Downingtown Pike, West Chester, PA 19380
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
- Apr 2026 – nowState Farm Investment Management Corp.Current firm
Contact Adam
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Adam. 666 Downingtown PikeWest Chester, PA 19380Office · Get directions
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Questions to ask Adam
Tailored to Adam’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 Adam
How do I contact Adam?
Call State Farm Investment Management at (800) 447-0740 and ask for Adam Samples. Adam works from the West Chester, PA office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Adam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Adam 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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