Alan Locke (CRD# 5732880) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Celina, TN and has over 14 years of experience in the finance industry.
CRD# 4409351
Raymond James Financial Services Advisors, Inc.
CRD# 7768027
State Farm Investment Management Corp.
CRD# 4659862
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Celina, TN | Dec 2023 - Current | < 1 |
| Alan Locke Insurance Agency | Celina, TN | Jul 2010 - Current | 13 |
| State Farm Vp Management Corp. | Celina, TN | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- KY
- TN
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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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