Tracy DavisCRD Number: 4700995
Current Firm: State Farm Investment Management Corp.
Tracy Davis (CRD# 4700995) 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.
Renaissance Investment Management
Journey Advisory Group, LLC
Northwestern Mutual Investment Services,llc
|State Farm Investment Management Corp.||Fort Thomas, KY||Aug 2018 - Current||3|
|Tracy Davis Insurance Agency||Fort Thomas, KY||Jun 2005 - Current||16|
|State Farm Vp Management Corp.||Fort Thomas, KY||Jun 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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