Lane Beasley (CRD# 7282629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in League City, TX and has over 3 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Chris Peters Insurance Agency | League City, TX | Jun 2022 - Current | 1 |
State Farm Vp Management Corp | League City, TX | Jun 2022 - Current | 1 |
State Farm Investment Management Corp | Alvin, TX | Jan 2022 - Current | 2 |
State Farm Vp Management Corp | Alvin, TX | Sep 2021 - Current | 2 |
Chris Peters Insurance Agency | Alvin, TX | Oct 2020 - Current | 3 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2020 - Aug 2020 | < 1 |
Mikes Barbecue House | Nacogdoches, TX | Dec 2017 - Aug 2020 | 2 |
Stephen F. Austin St. University | Nacogdoches, TX | Aug 2017 - Dec 2017 | < 1 |
Harbor Freight | Nacogdoches, TX | Oct 2016 - Dec 2017 | 1 |
Dickeys Barbq Pit | Friendswood, TX | May 2017 - Aug 2017 | < 1 |
Stephen F. Austin St. University | Nacogdoches, TX | Dec 2016 - May 2017 | < 1 |
Stephen F. Austin St. University | Nacogdoches, TX | Aug 2016 - Oct 2016 | < 1 |
Home Depot | Alvin, TX | Mar 2016 - May 2016 | < 1 |
Alvin High School | Alvin, TX | Aug 2015 - Mar 2016 | < 1 |
Kroger | Alvin, TX | Jun 2015 - Aug 2015 | < 1 |
Alvin Independent School | Alvin, TX | Aug 2010 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2020 |
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- TX
-
Total Assets Under Management10,165MILLIONS
-
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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