Joseph GrantCRD Number: 4934049
Current Firm: State Farm Investment Management Corp.
Joseph Grant (CRD# 4934049) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Covington, TN and has over 16 years of experience in the finance industry.
State Farm Investment Management Corp.
Advised Assets Group, LLC
|State Farm Investment Management Corp||Covington, TN||Nov 2018 - Current||3|
|Joseph Grant Insurance Agency||Covington, TN||Feb 2006 - Current||15|
|State Farm Vp Management Corp||Covington, TN||Feb 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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