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 4
State Farm Vp Management Corp. Lehigh Acres, FL Feb 1998 - Current 18
Teresa Goodlad Insurance Agency Lehigh Acres, FL May 1989 - Current 27

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
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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