Eric Evans, financial advisor Kettering OH

Eric Evans

CRD Number: 2424287
Current Firm: State Farm Investment Management Corp.

Eric Evans (CRD# 2424287) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kettering, OH and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Kettering, OH Aug 2018 - Current 5
Eric Evans Insurance Agency Kettering, OH Jul 2001 - Current 22
State Farm Vp Management Corp. Kettering, OH Jul 2000 - Current 23
State Farm Investment Management Corp. Kettering, OH Aug 2012 - Mar 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for Eric E. Evans
Phone Number: 800-447-0740
Registered State(s):
  • OH
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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