Steven Barkley (CRD# 7032175) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clinton Township, MI and has over 4 years of experience in the finance industry.
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 969
Confidential Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Clinton Township, MI | Jul 2023 - Current | < 1 |
| State Farm Vp Managenment Corp | Clinton Township, MI | Oct 2018 - Current | 5 |
| Steve Barkley Insurance Agency | Clinton Township, MI | Sep 2017 - Current | 6 |
| Warren Consolidated Schools | Warren, MI | Sep 2002 - Current | 21 |
| State Farm Insurance | Clinton Township, MI | Apr 2017 - Aug 2017 | < 1 |
| Roseville Community Schools | Roseville, MI | Sep 2014 - Apr 2017 | 2 |
| Fitzgerald Public Schools | Warren, MI | Sep 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- MI
-
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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