Lyle Mitchell, financial advisor Columbia Falls MT
96 score

Lyle Mitchell

CRD Number: 3046317
Current Firm: State Farm Investment Management Corp.

Lyle Mitchell (CRD# 3046317) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbia Falls, MT and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Columbia Falls, MT Apr 2010 - Current 6
State Farm Vp Management Corp. Columbia Falls, MT Feb 1998 - Current 18
Lyle Mitchell Insurance Agency Columbia Falls, MT Jun 1995 - Current 21
State Farm Investment Management Corp Columbia Falls, MT Nov 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Lyle E. Mitchell
Phone Number: 800-447-0740
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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