Lydia Romero, financial advisor Dayton NV

Lydia Romero

CRD Number: 7476503
Current Firm: State Farm Investment Management Corp.

Lydia Romero (CRD# 7476503) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dayton, NV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Insurance Dayton, NV Jan 2024 - Current < 1
State Farm Investment Management Corp Dayton, NV Jan 2024 - Current < 1
State Farm Vp Management Corpp. Dayton, NV Jan 2024 - Current < 1
State Farm Investment Management Corp Carson City, NV Jun 2023 - Dec 2023 < 1
State Farm Vp Management Corpp. Carson City, NV Dec 2021 - Dec 2023 2
Marilyn Lewis Insurance Agency 321 W. Winnie Lane #106, NV Dec 2014 - Dec 2023 9
Fitness For 10 Carson City, NV Nov 2013 - Oct 2020 6
Allbritten Slates Carson City, NV Aug 2009 - Oct 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
S63 Uniform Securities State Law Examination Feb 2022
Contact Info for Lydia S. Romero
Phone Number: 800-447-0740
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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