Timothy Carpenter (CRD# 5826283) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montrose, PA and has over 13 years of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2924528
Stone House Investment Management, LLC
CRD# 7012795
Capstone Wealth Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Montrose, PA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Montrose, PA | Jan 2011 - Current | 13 |
| Timothy Carpenter Insurance Agency | Montrose, PA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- PA
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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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