Teresa Goodlad, financial advisor Lehigh Acres FL
90 score

Teresa Goodlad

CRD Number: 3030144
Current Firm: State Farm Investment Management Corp.

Teresa Goodlad (CRD# 3030144) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lehigh Acres, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Lehigh Acres, FL Sep 2012 - Current 5
State Farm Vp Management Corp. Lehigh Acres, FL Feb 1998 - Current 20
Teresa Goodlad Insurance Agency Lehigh Acres, FL May 1989 - Current 29

Teresa Goodlad has no recent exams reported.
Contact Info for Teresa J. Goodlad
Phone Number: 800-447-0740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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