Stephen Lavelle (CRD# 4952243) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Granger, IN and has over 5 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Granger, IN | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Granger, IN | Aug 2018 - Current | 5 |
| State Farm Insurance | Granger, IN | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Avon Lake, OH | Mar 2018 - Aug 2018 | < 1 |
| State Farm Insurance | Avon Lake, OH | Mar 2018 - Aug 2018 | < 1 |
| Saybrus Partners, Inc. | Hartford, CT | Jan 2017 - Mar 2018 | 1 |
| Saybrus Equity Services, Inc. | Hartford, CT | Jan 2017 - Mar 2018 | 1 |
| State Farm Insurance | Cincinnati, OH | Sep 2013 - Dec 2016 | 3 |
| State Farm Vp Management Corp | Cincinnati, OH | Sep 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
- IN
- MI
-
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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