Alison Fourtner (CRD# 5277050) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Desoto, TX and has over 15 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Dallas, TX | Feb 2024 - Current | < 1 |
State Farm Investment Management Corp | Desoto, TX | Feb 2024 - Current | < 1 |
Alison Fourtner Insurance Agency | Desoto, TX | Dec 2020 - Current | 3 |
State Farm Vp Management Corp | Desoto, TX | Dec 2020 - Current | 3 |
Alison Fourtner Insurance Agency | Dallas, TX | Dec 2008 - Current | 15 |
State Farm Vp Mangement Corp | Dallas, TX | Nov 2008 - Current | 15 |
Alison Fourtner Insurance Agency | Lancaster, TX | Jan 2019 - Dec 2020 | 1 |
State Farm Vp Management Corp. | Lancaster, TX | Jan 2019 - Dec 2020 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- 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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