Gregory Lopeman (CRD# 4029697) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carrboro, NC and has over 23 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Carrboro, NC | Oct 2023 - Current | < 1 |
| Gregory Lopeman Insurance Agency | Carrboro, NC | Nov 2004 - Current | 19 |
| State Farm Vp Management Corp | Carrboro, NC | Nov 2004 - Current | 19 |
| State Farm Investment Management Corp | Carrboro, NC | Aug 2018 - Aug 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- NC
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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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