Stephanie Moore (CRD# 5031184) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Iberia, LA and has 1 year of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 6492477
Avantax Advisory Services
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | New Iberia, LA | Jun 2023 - Current | < 1 |
| Stephanie Moore Insurance Agency | New Iberia, LA | Apr 2011 - Current | 13 |
| State Farm Vp Management Corp. | New Iberia, LA | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- LA
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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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