Brandon McNeely (CRD# 7795826) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clendenin, WV and has 1 year of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brandon Mcneely's Insurance Agency | Clendenin, WV | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Clendenin, WV | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Clendenin, WV | Apr 2024 - Current | < 1 |
| State Farm Insurance | Morgantown, WV | Nov 2023 - Apr 2024 | < 1 |
| State Farm Investment Management Corp | Morgantown, WV | Nov 2023 - Apr 2024 | < 1 |
| State Farm Vp Management Corp | Morgantown, WV | Nov 2023 - Apr 2024 | < 1 |
| State Farm Insurance | Foster, WV | Sep 2023 - Nov 2023 | < 1 |
| State Farm Vp Management Corp | Foster, WV | Sep 2023 - Nov 2023 | < 1 |
| State Farm Investment Management Corp | Foster, WV | Sep 2023 - Nov 2023 | < 1 |
| Taylor Shepherd Insurance Agency | Moundsville, WV | Aug 2023 - Sep 2023 | < 1 |
| Frank Yeigh Insurance Agency | South Charleston, WV | Dec 2020 - Sep 2023 | 2 |
| Blackhawk Mining LLC | Comfort, WV | Aug 2019 - Oct 2020 | 1 |
| Blackhawk Mining LLC | Comfort, WV | Aug 2017 - Aug 2019 | 2 |
| Eriks North America | Charleston, WV | Jun 2016 - Jul 2017 | 1 |
| Marshall University | Huntington, WV | Aug 2015 - May 2016 | < 1 |
| Scott High School | Madison, WV | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- OH
- VA
- WV
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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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