Sara Snavely (CRD# 7459842) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 2 years of experience in the finance industry.
CRD# 2515067
Edward Jones
CRD# 5083705
Raymond James Financial Services Advisors, Inc.
CRD# 3174553
Bluesky Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Havelock, NC | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Havelock, NC | Dec 2023 - Current | < 1 |
| Sara Snavely Insurance Agency | Havelock, NC | Dec 2023 - Current | < 1 |
| State Farm Insurance | Morehead City, NC | Sep 2023 - Dec 2023 | < 1 |
| State Farm Investment Management Corp | Morehead City, NC | Sep 2023 - Dec 2023 | < 1 |
| State Farm Vp Management Corp | Morehead City, NC | Sep 2023 - Dec 2023 | < 1 |
| State Farm Insurance | Winston Salem, NC | Jul 2023 - Sep 2023 | < 1 |
| State Farm Investment Management Corp | Winston Salem, NC | Jul 2023 - Sep 2023 | < 1 |
| State Farm Vp Management Corp | Winston Salem, NC | Jul 2023 - Sep 2023 | < 1 |
| State Farm Investment Management Corp | Charlotte, NC | Feb 2022 - Jul 2023 | 1 |
| State Farm Vp Management Corp. | Charlotte, NC | Oct 2021 - Jul 2023 | 1 |
| Mandy Deak Insurance Agency | Charlotte, NC | Jan 2021 - Jul 2023 | 2 |
| Timmons Group | Charlotte, NC | May 2016 - Jan 2021 | 4 |
| Vintage Marketing | Cornelius, NC | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
| S63 | Uniform Securities State Law Examination | Nov 2021 |
- NC
- SC
-
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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