Kelli Dozier (CRD# 5945577) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Brenham, TX and has over 7 years of experience in the finance industry.
CRD# 3247586
Thrivent Investment Management Inc.
CRD# 5678549
M.c. Byrd Wealth Management, LLC
CRD# 1662905
M.c. Byrd Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelli Dozier Insurance Agency | Brenham, TX | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Brenham, TX | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Brenham, TX | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Bryan, TX | Jul 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp | Bryan, TX | Jul 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Bryan, TX | Jul 2022 - Dec 2022 | < 1 |
| State Farm Investment Management Corp | Spring, TX | Apr 2022 - Jul 2022 | < 1 |
| State Farm Vp Management Corp. | Spring, TX | Feb 2021 - Jul 2022 | 1 |
| State Farm Insurance | Spring, TX | Feb 2021 - Jul 2022 | 1 |
| State Farm Vp Management Corp. | The Woodlands, TX | Jun 2016 - Jan 2021 | 4 |
| State Farm Insurance | The Woodlands, TX | Jun 2016 - Jan 2021 | 4 |
| State Farm Investment Management Corp. | The Woodlands, TX | Aug 2018 - Jun 2019 | < 1 |
| Kelli Smith Insurance Agency | Shreveport, LA | Nov 2012 - May 2016 | 3 |
| State Farm Vp Management Corp. | Shreveport, LA | Nov 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AR
- LA
- TX
-
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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