Marilee Thomson (CRD# 5361146) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gallatin, TN and has over 12 years of experience in the finance industry.
CRD# 6608563
Edward Jones
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marilee Thomson Insurance Agency | Gallatin, TN | Nov 2023 - Current | < 1 |
| State Farm Investment Management Corp | Gallatin, TN | Nov 2023 - Current | < 1 |
| State Farm Vp Management Corp | Gallatin, TN | Jun 2014 - Current | 9 |
| State Farm Insurance | Gallatin, TN | Jun 2023 - Oct 2023 | < 1 |
| Matthew Thomson Insurance Agency | Gallatin, TN | Sep 2014 - Jun 2023 | 8 |
| Jeannie Gregory Insurance Agency | Gallatin, TN | Jun 2014 - Aug 2014 | < 1 |
| State Farm Vp Management Corp | Auburndale, FL | May 2014 - Jun 2014 | < 1 |
| Larry Walker Insurance Agency | Auburndale, FL | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
- KY
- TN
-
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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