Nicholas Perrico (CRD# 6059544) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lorain, OH and has over 5 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 2820363
Edward Jones
CRD# 4690465
Key Investment Services LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nick Perrico Insurance Agency | Lorain, OH | Jul 2023 - Current | < 1 |
State Farm Investment Management Corp | Lorain, OH | Jul 2023 - Current | < 1 |
State Farm Vp Management Corp. | Lorain, OH | Jul 2023 - Current | < 1 |
State Farm Investment Management Corp. | Brecksville, OH | Aug 2018 - Jun 2023 | 4 |
State Farm Insurance | Brecksville, OH | Nov 2016 - Jun 2023 | 6 |
State Farm Vp Management Corp. | Brecksville, OH | Nov 2016 - Jun 2023 | 6 |
State Farm Insurance | Youngstown, OH | Aug 2015 - Oct 2016 | 1 |
State Farm Vp Management Corp | Youngstown, OH | Aug 2015 - Oct 2016 | 1 |
State Farm Insurance | Cortland, OH | Feb 2015 - Aug 2015 | < 1 |
State Farm Vp Management Corp | Cortland, OH | Feb 2015 - Aug 2015 | < 1 |
Nick Perricco Insurance Agency | Ashtabula, OH | Jan 2013 - Feb 2015 | 2 |
State Farm Vp Management Corp | Ashtabula, OH | Jan 2013 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
S63 | Uniform Securities State Law Examination | Oct 2018 |
- OH
- PA
- WV
-
Total Assets Under Management10,165MILLIONS
-
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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