Terri Nicholson (CRD# 7175823) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kosciusko, MS and has 1 year of experience in the finance industry.
CRD# 1499652
Tlg Advisors, Inc.
CRD# 6716129
Gradient Advisors, LLC
CRD# 5338721
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Kosciusko, MS | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp | Kosciusko, MS | Jan 2022 - Current | 2 |
| Michelle Nicholson Insurance Agency | Kosciusko, MS | Jul 2018 - Current | 5 |
| State Farm Vp Management Corp. | Kosciusko, MS | Sep 2019 - Apr 2020 | < 1 |
| State Farm Insurance | Bloomington, IL | Feb 2018 - Jun 2018 | < 1 |
| Nh Williams Insurance Company | Greenville, MS | Jul 2016 - Jan 2018 | 1 |
| Unemployed | Greenville, MS | May 2016 - Jun 2016 | < 1 |
| Ark La Ms Radio | Greenville, MS | Dec 2009 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- AR
- LA
- MS
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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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