Ronald Andre (CRD# 4376734) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livermore, CA and has over 22 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Livermore, CA | Jun 2023 - Current | < 1 |
| Ronald Andre Insurance Agency | Livermore, CA | Apr 2004 - Current | 20 |
| State Farm Vp Management Corp | Livermore, CA | Apr 2004 - Current | 20 |
| State Farm Investment Management Corp | Livermore, CA | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
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Total Assets Under Management10,165MILLIONS
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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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