Rachel Knudson (CRD# 7636537) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grangeville, ID and has 1 year of experience in the finance industry.
CRD# 4691683
Lpl Financial LLC
CRD# 6318886
Lpl Financial LLC
CRD# 3263586
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Grangeville, ID | Feb 2024 - Current | < 1 |
| State Farm Vp Management Corp | Grangeville, ID | Feb 2024 - Current | < 1 |
| State Farm Insurance | Grangeville, ID | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Moscow, ID | Nov 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp | Clarkston, WA | Oct 2022 - Feb 2024 | 1 |
| Rebecca Knudson Insurance Agency | Clarkston, WA | Nov 2020 - Feb 2024 | 3 |
| Jared Stokes Agency | Eagle, ID | Apr 2019 - Oct 2020 | 1 |
| Saint Joseph Regional Medical Center | Lewiston, ID | Nov 2018 - Apr 2019 | < 1 |
| Jamie Knudson Agency Inc. | Moscow, ID | Jan 2015 - Apr 2019 | 4 |
| Hallmark | Orofino, ID | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- ID
- WA
-
Total Assets Under Management10,165MILLIONS
-
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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