Betty SimoneCRD Number: 3015688
Current Firm: State Farm Investment Management Corp.
Betty Simone (CRD# 3015688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livermore, CA and has over 3 years of experience in the finance industry.
Wealth & Tax Planners
Lpl Financial LLC
Avantax Advisory Services
|State Farm Investment Management Corp.||Livermore, CA||Dec 2018 - Current||3|
|State Farm Vp Management Corp||Livermore, CA||Oct 2018 - Current||3|
|Betty Taylor Insurance Agency||Livermore, CA||Nov 2000 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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