Patricia Souther (CRD# 3017461) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, GA and has over 23 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 3147258
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Watkinsville, GA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Watkinsville, GA | May 2018 - Current | 6 |
| Patricia Souther Insurance Agency | Watkinsville, GA | May 2018 - Current | 6 |
| State Farm Vp Management Corp. | Monroe, GA | Jan 1998 - Current | 26 |
| State Farm Insurance | Monroe, GA | Jun 1995 - Current | 28 |
| State Farm Investment Management Corp. | Monroe, GA | Aug 2018 - Feb 2020 | 1 |
| State Farm Investment Management Corp. | Watkinsville, GA | Aug 2018 - Feb 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
- GA
-
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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