Lee MillinerCRD Number: 7349744
Current Firm: State Farm Investment Management Corp.
Lee Milliner (CRD# 7349744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Enterprise, AL and has 1 year of experience in the finance industry.
First Command Advisory Services
Magnolia Wealth Management LLC
|State Farm Investment Management Corp||Enterprise, AL||Dec 2021 - Current||< 1|
|State Farm Vp Management Corp.||Enterprise, AL||Mar 2021 - Current||1|
|Lee Milliner Insurance Agency||Enterprise, AL||Oct 2018 - Current||3|
|State Farm Insurnace||Bloomington, IL||Nov 2006 - Oct 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2021|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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