Mark Carlson (CRD# 3003016) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 23 years of experience in the finance industry.
CRD# 4532396
Raymond James Financial Services Advisors, Inc.
CRD# 1720485
State Farm Investment Management Corp.
CRD# 2503806
Smi Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Columbus, IN | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Columbus, IN | Dec 1997 - Current | 26 |
| Mark Carlson Insurance Agency | Columbus, IN | Apr 1996 - Current | 28 |
| State Farm Investment Management Corp. | Columbus, IN | Apr 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
- IL
- IN
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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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