Joanna Haupfear (CRD# 7520281) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clinton, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 2033114
Lpl Financial LLC
CRD# 1888517
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Clinton, SC | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp | Clinton, SC | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Clinton, SC | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Laurens, SC | Mar 2022 - Aug 2023 | 1 |
| Chris Callahan Insurance Agency | Laurens, SC | Jul 2019 - Aug 2023 | 4 |
| Broad Street United Methodist Church | Clinton, SC | May 2017 - Feb 2021 | 3 |
| United Insurance | Clinton, SC | Jun 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- SC
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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