Mario Neto (CRD# 7381080) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chadds Ford, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mario Neto Insurance Agency | Chadds Ford, PA | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Chadds Ford, PA | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Chadds Ford, PA | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | West Chester, PA | May 2023 - Mar 2024 | < 1 |
| State Farm Vp Management Corp. | West Chester, PA | Aug 2021 - Mar 2024 | 2 |
| Mario Neto Insurance Agency | West Chester, PA | Mar 2020 - Mar 2024 | 4 |
| State Farm Insurance | Atlanta, GA | Oct 2019 - Feb 2020 | < 1 |
| Magniant | Chester Springs, PA | Jun 2018 - Oct 2019 | 1 |
| Physicians Education Resource | Cranbury, NJ | Oct 2017 - May 2018 | < 1 |
| Self Employed | Chester Springs, PA | Jul 2017 - Sep 2017 | < 1 |
| Haymarket Medical | New York, NY | Oct 2016 - Jun 2017 | < 1 |
| Derma Sciences | Princeton, NJ | Mar 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- DE
- MD
- NJ
- PA
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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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