Lorrie Carter (CRD# 6248606) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Casa Grande, AZ and has over 10 years of experience in the finance industry.
CRD# 5740339
Northwestern Mutual Investment Services,llc
CRD# 4643411
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6684198
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Casa Grande, AZ | Jun 2023 - Current | < 1 |
| Lorrie Carter Insurance Agency | Casa Grande, AZ | May 2014 - Current | 9 |
| State Farm Vp Management Corp | Casa Grande, AZ | Nov 2013 - Current | 10 |
| State Farm Investment Management Corp | Casa Grande, AZ | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- AZ
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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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