Travis Terrell, financial advisor Benton KY

Travis Terrell

CRD Number: 7542037
Current Firm: State Farm Investment Management Corp.

Travis Terrell (CRD# 7542037) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Benton, KY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Travis Terrell Insurance Agency Benton, KY Dec 2022 - Current 1
State Farm Investment Management Corp Benton, KY Jul 2022 - Current 1
State Farm Vp Management Corp. Benton, KY May 2022 - Current 2
State Farm Insurance Benton, KY May 2022 - Nov 2022 < 1
Tnt Nursery Benton, KY Jan 2021 - Apr 2022 1
Purchase Youth Village Benton, KY Jun 2017 - Dec 2021 4
Benton Church Of Christ Benton, KY Jan 2008 - May 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2022
S65 NASAA Investment Advisors Law Examination Jul 2022
Contact Info for Travis N. Terrell
Phone Number: 800-447-0740
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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