Mark CarlsonCRD Number: 3003016
Current Firm: State Farm Investment Management Corp.
Mark Carlson (CRD# 3003016) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 16 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mcavoy Kemp Wealth Management, LLC
|State Farm Investment Management Corp||Columbus, IN||Apr 2010 - Current||7|
|State Farm Vp Management Corp.||Columbus, IN||Dec 1997 - Current||19|
|Mark Carlson Insurance Agency||Columbus, IN||Apr 1996 - Current||21|
|State Farm Investment Management Corp||Columbus, IN||Jun 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
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