Joseph Dion, financial advisor Fayetteville GA
96 score

Joseph Dion

CRD Number: 1032056
Current Firm: State Farm Investment Management Corp.

Joseph Dion (CRD# 1032056) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fayetteville, GA and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Fayetteville, GA May 2013 - Current 3
Joe Dion Insurance Agency Fayetteville, GA Nov 2010 - Current 6
State Farm Vp Management Corp. Fayetteville, GA Nov 2010 - Current 6
State Farm Insurance Duluth, GA Apr 2010 - Oct 2010 < 1
State Farm Vp Management Corp. Duluth, GA Apr 2010 - Oct 2010 < 1
State Farm Insurance Bonita Springs, FL Aug 2006 - Apr 2010 3
State Farm Vp Management Corp. Bonita Springs, FL Aug 2006 - Apr 2010 3
Allstate Financial Services, LLC Bonita Springs, FL Jan 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph W. Dion
Phone Number: 800-447-0740
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96

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