Joseph Dalbey (CRD# 5277054) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Thomas, KY and has over 17 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Florence, KY | Jan 2024 - Current | < 1 |
| Joe Dalbey Insurance Agency | Florence, KY | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp. | Florence, KY | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp. | Fort Thomas, KY | Aug 2018 - Current | 5 |
| Joe Dalbey Insurance Agency | Fort Thomas, KY | Dec 2007 - Current | 16 |
| State Farm Vp Management Corp | Fort Thomas, KY | Nov 2007 - Current | 16 |
| Joe Dalbey Insurance Agency | Edgewood, KY | Jun 2019 - Sep 2020 | 1 |
| State Farm Investment Management Corp. | Edgewood, KY | Jun 2019 - Sep 2020 | 1 |
| State Farm Vp Management Corp. | Edgewood, KY | Jun 2019 - Sep 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
- IL
- IN
- KY
- OH
-
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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