Katelin Harlan (CRD# 6249749) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Encinitas, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Katelin Harlan Insurance Agency | Carlsbad, CA | Nov 2022 - Current | 1 |
| State Farm Vp Management Corp | Carlsbad, CA | Nov 2022 - Current | 1 |
| State Farm Investment Management Corp | Encinitas, CA | Aug 2018 - Current | 5 |
| Katelin Harlan Insurance Agency | Encinitas, CA | May 2014 - Current | 9 |
| State Farm Vp Management Corp | Encinitas, CA | May 2014 - Current | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2013 |
- AZ
- CA
- NV
- OR
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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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