Shane McMahon (CRD# 5905798) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Lebanon, OH | Feb 2023 - Current | 1 |
| Andy Mcmahon Insurance Agency | Lebanon, OH | Feb 2023 - Current | 1 |
| State Farm Investment Management Corp | Lebanon, OH | Feb 2023 - Current | 1 |
| State Farm Investment Management Corp | Mason, OH | Apr 2019 - Current | 5 |
| State Farm Vp Management Corp. | Mason, OH | Mar 2014 - Current | 10 |
| Andy Mcmahon Insurance Agency | Mason, OH | Mar 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
| S63 | Uniform Securities State Law Examination | Aug 2023 |
- IN
- KY
- OH
- WV
-
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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