Matthew Raymond (CRD# 6298405) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairbanks, AK and has over 10 years of experience in the finance industry.
CRD# 5052959
Phil A. Younker & Associates, Ltd.
CRD# 1110638
Concurrent Investment Advisors, LLC
CRD# 6567098
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Fairbanks, AK | Jun 2021 - Current | 2 |
| Matthew Raymond Insurance Agency | Fairbanks, AK | Sep 2014 - Current | 9 |
| State Farm Vp Management Corp. | Fairbanks, AK | Feb 2014 - Current | 10 |
| State Farm Insurance | Fairbanks, AK | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- AK
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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