Kelly Brion (CRD# 3061917) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewes, DE and has over 25 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Lewes, DE | Apr 2021 - Current | 3 |
| State Farm Investment Management Corp.` | Lewes, DE | Apr 2021 - Current | 3 |
| State Farm Insurance | Lewes, DE | Apr 2021 - Current | 3 |
| State Farm Investment Management Corp | Middletown, DE | Dec 2020 - Apr 2021 | < 1 |
| State Farm Vp Management Corp. | Middletown, DE | Jan 2019 - Apr 2021 | 2 |
| State Farm Insurance | Middletown, DE | Jan 2019 - Apr 2021 | 2 |
| State Farm Investment Management Corp. | Middletown, DE | Jan 2019 - Sep 2019 | < 1 |
| State Farm Vp Management Corp. | Rehoboth Beach, DE | Oct 2018 - Jan 2019 | < 1 |
| State Farm Investment Management Corp. | Rehoboth Beach, DE | Oct 2018 - Jan 2019 | < 1 |
| State Farm Insurance | Rehoboth Beach, DE | Oct 2018 - Jan 2019 | < 1 |
| State Farm Investment Management Corp. | West Chester, OH | Aug 2018 - Oct 2018 | < 1 |
| State Farm Vp Management Corp. | West Chester, OH | Mar 2013 - Oct 2018 | 5 |
| State Farm Insurance | West Chester, OH | Mar 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
- DE
- MD
- NJ
- NY
- PA
- VA
-
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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