Katherine Hicks (CRD# 7622939) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bigfork, MT and has 1 year of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Katie Hicks Insurance Agency | Bigfork, MT | May 2023 - Current | < 1 |
| State Farm Investment Management Corp | Bigfork, MT | May 2023 - Current | < 1 |
| State Farm Vp Managment Corp | Bigfork, MT | May 2023 - Current | < 1 |
| State Farm Insurance | Kalispell, MT | Dec 2022 - Apr 2023 | < 1 |
| State Farm Investment Management Corp | Kalispell, MT | Dec 2022 - Apr 2023 | < 1 |
| State Farm Vp Managment Corp | Kalispell, MT | Aug 2022 - Apr 2023 | < 1 |
| Jeremy Hicks Insurance Agency | Kalispell, MT | May 2021 - Dec 2022 | 1 |
| Jeremy Hicks Insurance Agency | Kalispell, MT | Oct 2018 - May 2021 | 2 |
| Studio On Main | Friendship, TN | Sep 2008 - Oct 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MT
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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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