Terry Holmes (CRD# 7567066) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Irondale, AL and has 1 year of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wil Holmes's Insurance Agency | Irondale, AL | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Irondale, AL | Feb 2024 - Current | < 1 |
| State Farm Vp Management Corp | Irondale, AL | Feb 2024 - Current | < 1 |
| State Farm Insurance | Leeds, AL | Jul 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp. | Leeds, AL | Jul 2023 - Feb 2024 | < 1 |
| Alfa Insurance | Birmingham, AL | Nov 2022 - Jul 2023 | < 1 |
| State Farm Vp Management Corp | Moody, AL | Jun 2022 - Nov 2022 | < 1 |
| Brian Worley Insurance Agency | Moody, AL | Dec 2019 - Nov 2022 | 2 |
| Hibbett Sporting Goods | Birmingham, AL | Jun 2018 - Nov 2019 | 1 |
| Regions Bank | Birmingham, AL | Jun 2017 - Jun 2018 | 1 |
| Warren Averrett | Birmingham, AL | Jan 2016 - May 2017 | 1 |
| Full Time Student - University Of Alabama At Birmingham | Birmingham, AL | Sep 2015 - Jan 2016 | < 1 |
| Richey's Grocery | Cropwell, AL | Apr 2007 - Sep 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- AL
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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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