Brian RothertCRD Number: 5295610
Current Firm: State Farm Investment Management Corp.
Brian Rothert (CRD# 5295610) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Knightdale, NC and has over 10 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|State Farm Investment Management Corp||Knightdale, NC||May 2013 - Current||4|
|State Farm Vp Management Corp||Knightdale, NC||Jan 2008 - Current||10|
|Brian Rothert Insurance Agency||Knightdale, NC||Jan 2008 - Current||10|
|State Farm Insurance||Raleigh, NC||Feb 2007 - Dec 2007||< 1|
|State Farm Vp Management Corp||Raleigh, NC||Feb 2007 - Dec 2007||< 1|
|State Farm Insurance||Raleigh, NC||Mar 2001 - Feb 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV