Thomas BartholomewCRD Number: 1792447
Current Firm: State Farm Investment Management Corp.
Thomas Bartholomew (CRD# 1792447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macungie, PA and has over 29 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Sfg Investment Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|State Farm Investment Management Corp||Macungie, PA||Sep 2009 - Current||7|
|Thomas Bartholomew Insurance Agency||Macungie, PA||Jan 2007 - Current||10|
|State Farm Vp Management Corp||Macungie, PA||Jan 2007 - Current||10|
|State Farm Investment Management Corp||Macungie, PA||Jan 2007 - Dec 2008||1|
|State Farm Insurance||Concordville, PA||Jul 2006 - Dec 2006||< 1|
|State Farm Vp Management Corp||Concordville, PA||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 2000|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
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