Travis Lemay (CRD# 7774206) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hiawatha, KS and has 1 year of experience in the finance industry.
CRD# 16399
Berthel Fisher & Company Financial Services, Inc.
CRD# 2364849
Equitable Advisors, LLC
CRD# 6485368
Independent Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Hiawatha, KS | Nov 2023 - Current | < 1 |
| State Farm Investment Management Corp | Hiawatha, KS | Nov 2023 - Current | < 1 |
| State Farm Vp Management Corp | Hiawatha, KS | Nov 2023 - Current | < 1 |
| State Farm Insurance | Hiawatha, KS | Jul 2023 - Sep 2023 | < 1 |
| State Farm Vp Management Corp | Hiawatha, KS | Jul 2023 - Sep 2023 | < 1 |
| State Farm Investment Management Corp | Hiawatha, KS | Jul 2023 - Sep 2023 | < 1 |
| Anderson Ford Of St. Joseph | St. Joseph, MO | Apr 2018 - Apr 2023 | 5 |
| Usic LLC | Marietta, GA | Oct 2017 - Apr 2018 | < 1 |
| Tetuan Express LLC | Topeka, KS | Aug 2017 - Oct 2017 | < 1 |
| Triad Leasing LLC | Emporia, KS | Apr 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- KS
- MO
- NE
-
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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