Shannon Lokey (CRD# 5584139) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dayton, VA and has over 15 years of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2421567
Southland Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Harrisonburg, VA | Jul 2023 - Current | < 1 |
| Shannon Lokey Insurance Agency | Harrisonburg, VA | Nov 2022 - Current | 1 |
| State Farm Vp Management Corp. | Harrisonburg, VA | Nov 2022 - Current | 1 |
| Shannon Lokey Insurance Agency | Stuarts Draft, VA | Mar 2020 - Current | 4 |
| State Farm Vp Management Corp. | Stuarts Draft, VA | Mar 2020 - Current | 4 |
| Shannon Lokey Insurance Agency | Dayton, VA | Mar 2009 - Nov 2022 | 13 |
| State Farm Vp Management Corp. | Dayton, VA | Mar 2009 - Nov 2022 | 13 |
| State Farm Investment Management Corp | Dayton, VA | Oct 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- VA
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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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