Matthew Spence (CRD# 7165999) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bartlesville, OK and has 1 year of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Bartlesville, OK | May 2023 - Current | 1 |
| State Farm Vp Management Corp. | Bartlesville, OK | Sep 2019 - Current | 4 |
| Matt Spence Insurance Agency | Bartlesville, OK | Aug 2017 - Current | 6 |
| State Farm Insurance | Bloomington, IL | Mar 2017 - Aug 2017 | < 1 |
| Austin Brown Insurance Agency | Vinita, OK | Aug 2014 - Mar 2017 | 2 |
| Oklahoma State University | Stillwater, OK | Aug 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- KS
- OK
- TX
-
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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