Marilyn LewisCRD Number: 3046281
Current Firm: State Farm Investment Management Corp.
Marilyn Lewis (CRD# 3046281) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carson City, NV and has over 19 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|State Farm Investment Management Corp||Carson City, NV||Sep 2011 - Current||6|
|State Farm Vp Management Corp.||Carson City, NV||Mar 1998 - Current||19|
|Marilyn Lewis Insurance Agency||Carson City, NV||Aug 1984 - Current||33|
|State Farm Investment Management Corp||Carson City, NV||May 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV