Matthew Doak (CRD# 7057018) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Georgetown, SC and has 1 year of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matt Doak Insurance Agency | Georgetown, SC | May 2023 - Current | 1 |
| State Farm Investment Management Corp | Georgetown, SC | May 2023 - Current | 1 |
| State Farm Vp Management Corp | Georgetown, SC | May 2023 - Current | 1 |
| State Farm Insurance | Murrells Inlet, SC | Dec 2022 - May 2023 | < 1 |
| State Farm Vp Management Corp | Murrells Inlet, SC | Dec 2022 - May 2023 | < 1 |
| State Farm Investment Management Corp | Murrells Inlet, SC | Dec 2022 - May 2023 | < 1 |
| State Farm Vp Management Corp | Conway, SC | Jul 2022 - Dec 2022 | < 1 |
| Dan Fedele Insurance Agency | Conway, SC | Jun 2021 - Dec 2022 | 1 |
| Kovacik Insurance Agency | Blairsville, PA | Mar 2019 - Jun 2021 | 2 |
| Northwestern Mutual | Pittsburgh, PA | Dec 2018 - Mar 2019 | < 1 |
| Verizon | Greensburg, PA | Jan 2017 - Dec 2018 | 1 |
| Self-employed Personal Trainer | Blairsville, PA | Mar 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- NC
- SC
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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