Anne Lintz (CRD# 3035313) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jackson, CA and has over 23 years of experience in the finance industry.
CRD# 6049685
Edward Jones
CRD# 1821674
Prudent Investor Advisors, LLC
CRD# 5287073
Continuum Advisory, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Anne Lintz Insurance Agency | Lone, CA | Jun 2019 - Current | 5 |
State Farm Vp Management Corp. | Lone, CA | Jun 2019 - Current | 5 |
State Farm Investment Management Corp | Ione, CA | Jun 2019 - Current | 5 |
State Farm Investment Management Corp | Jackson, CA | Aug 2018 - Current | 5 |
Anne Lintz Insurance Agency | Jackson, CA | Feb 2005 - Current | 19 |
State Farm Vp Management Corp | Jackson, CA | Feb 2005 - Current | 19 |
State Farm Vp Mangement Corp | Sutter Creek, CA | Apr 2019 - Jun 2019 | < 1 |
Anne Lintz Insurance Agency | Sutter Creek, CA | Apr 2019 - May 2019 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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