Mary Burgess, financial advisor Kannapolis NC

Mary Burgess

CRD Number: 4227743
Current Firm: State Farm Investment Management Corp.

Mary Burgess (CRD# 4227743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Kannapolis, NC Aug 2018 - Current 5
State Farm Vp Management Corp. Charlotte, NC Dec 2017 - Current 6
Mary Beth Burgess Insurance Agency Charlotte, NC Dec 2017 - Current 6
Mary Burgess Insurance Agency Kannapolis, NC Aug 2006 - Current 17
State Farm Vp Management Corp. Kannapolis, NC Aug 2006 - Current 17
State Farm Investment Management Corp. Kannapolis, NC Feb 2013 - Mar 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
Contact Info for Mary E. Burgess
Phone Number: 800-447-0740
Registered State(s):
  • GA
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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