Mark Lewis (CRD# 3038534) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Medina, NY and has over 23 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6254146
Equitable Advisors, LLC
CRD# 5386619
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Batavia, NY | May 2023 - Current | 1 |
State Farm Investment Management Corp | Medina, NY | May 2023 - Current | 1 |
Mark Lewis Insurance Agency | Medina, NY | Dec 2022 - Current | 1 |
State Farm Vp Management Corp | Medina, NY | Dec 2022 - Current | 1 |
State Farm Vp Management Corp | Batavia, NY | Mar 2003 - Current | 21 |
Mark Lewis Insurance Agency | Batavia, NY | Mar 2003 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NY
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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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