Carlina Morris (CRD# 5991095) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Anchorage, AK and has over 12 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Anchorage, AK | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp | Anchorage, AK | Aug 2023 - Current | < 1 |
| State Farm Insurance | Anchorage, AK | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Bakersfield, CA | Apr 2022 - Aug 2023 | 1 |
| State Farm Vp Management Corp | Bakersfield, CA | Feb 2016 - Aug 2023 | 7 |
| State Farm Insurance | Bakersfield, CA | Feb 2016 - Aug 2023 | 7 |
| State Farm Investment Management Corp. | Bakersfield, CA | Aug 2018 - Oct 2020 | 2 |
| Carlina Morris Insurance Agency | Monroe, WA | Jun 2012 - Jan 2016 | 3 |
| State Farm Vp Management Corp | Monroe, WA | Jun 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
- AK
- CA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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