Paul DonnellyCRD Number: 5651876
Current Firm: State Farm Investment Management Corp.
Paul Donnelly (CRD# 5651876) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grand Blanc, MI and has over 13 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|Paul Donnelly Insurance Agency||Commerce, MI||Sep 2022 - Current||< 1|
|State Farm Vp Management Corp||Commerce, MI||Sep 2022 - Current||< 1|
|State Farm Vp Managment Corp.||White Lake, MI||Dec 2018 - Current||4|
|Paul Donnelly Insurance Agency||White Lake, MI||Dec 2018 - Current||4|
|State Farm Investment Management Corp||Grand Blanc, MI||Aug 2018 - Current||4|
|Paul Donnelly Insurance Agency||Grand Blanc, MI||Feb 2011 - Current||11|
|State Farm Vp Management Corp.||Grand Blanc, MI||Feb 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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