Sara Stevenson (CRD# 6495929) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hollywood, FL and has over 8 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sara Stevenson Insurance Agency | Hollywood, FL | Jul 2021 - Current | 2 |
| State Farm Investment Management Corp. | Hollywood, FL | Jul 2021 - Current | 2 |
| State Farm Vp Management Corp | Hollywood, FL | Jul 2021 - Current | 2 |
| State Farm Vp Management Corp | Margate, FL | Apr 2021 - Jun 2021 | < 1 |
| State Farm Investment Management Corp. | Margate, FL | Apr 2021 - Jun 2021 | < 1 |
| State Farm Insurance | Margate, FL | Apr 2021 - Jun 2021 | < 1 |
| State Farm Insurance | Tulsa, OK | May 2019 - Apr 2021 | 1 |
| State Farm Vp Management Corp. | Tulsa, OK | May 2019 - Apr 2021 | 1 |
| State Farm Investment Management Corp. | Tulsa, OK | May 2019 - Apr 2021 | 1 |
| State Farm Investment Management Corp. | Gladstone, MO | Feb 2019 - Apr 2019 | < 1 |
| State Farm Vp Management Corp. | Gladstone, MO | Jul 2016 - Apr 2019 | 2 |
| Sara Stevenson Insurance Agency | Gladstone, MO | Jul 2016 - Apr 2019 | 2 |
| State Farm Insurance | Parkville, MO | May 2015 - Jun 2016 | 1 |
| State Farm Vp Management Corp. | Parkville, MO | May 2015 - Jun 2016 | 1 |
| State Farm Insurance | Bloomington, IL | Jan 2015 - May 2015 | < 1 |
| State Farm Insurance | Bloomington, IL | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- FL
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Total Assets Under Management10,165MILLIONS
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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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