Matthew Sand (CRD# 7326185) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denton, TX and has over 2 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4234153
Avantax Advisory Services
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Denton, TX | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Denton, TX | Jan 2021 - Current | 3 |
| Matthew Sand Insurance Agency | Denton, TX | Jun 2020 - Current | 3 |
| State Farm Insurance | Richardson, TX | Jan 2020 - Jun 2020 | < 1 |
| Erik Guillory Insurance Agency | Broussard, LA | Nov 2017 - Jan 2020 | 2 |
| Champion Auto Glass LLC | Lafayette, LA | Sep 2017 - Jan 2020 | 2 |
| Media Ministries Inc. | Monroe, LA | Jun 2017 - Jan 2018 | < 1 |
| Champion Auto Glass LLC | West Monroe, LA | Jan 2013 - Sep 2017 | 4 |
| Global Laboratories | West Monroe, LA | Jan 2017 - Jul 2017 | < 1 |
| Full-time Education | Monroe, LA | Apr 2016 - Jan 2017 | < 1 |
| Aramark | Ruston, LA | Oct 2015 - Apr 2016 | < 1 |
| Smoothie King | West Monroe, LA | Jan 2015 - Oct 2015 | < 1 |
| Full Time Education | West Monroe, LA | Jan 2011 - May 2015 | 4 |
| Brookshires Grocery Company | West Monroe, LA | May 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- LA
- OK
- TX
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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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