Lyle Mitchell (CRD# 3046317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia Falls, MT and has over 25 years of experience in the finance industry.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Columiba Falls, MT | Jun 2019 - Current | 4 |
State Farm Vp Management Corp. | Columbia Falls, MT | Feb 1998 - Current | 26 |
Lyle Mitchell Insurance Agency | Columbia Falls, MT | Jun 1995 - Current | 28 |
State Farm Investment Management Corp. | Columbia Falls, MT | Apr 2010 - Mar 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1998 |
- MT
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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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