Steven Gillis (CRD# 5900442) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kitty Hawk, NC and has over 13 years of experience in the finance industry.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Kitty Hawk, NC | Apr 2019 - Current | 5 |
| Steven Gillis Insurance Agency | Kitty Hawk, NC | Jul 2018 - Current | 5 |
| State Farm Vp Management Corp | Kitty Hawk, NC | Jul 2018 - Current | 5 |
| Steven Gillis Insurance Agency | Grandy, NC | Nov 2011 - Jul 2018 | 6 |
| State Farm Vp Management Corp. | Grandy, NC | Nov 2011 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- NC
- VA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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