Diana Reo (CRD# 4543690) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Conway, NH and has over 21 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | North Conway, NH | Mar 2019 - Current | 5 |
| Diana Reo Insurance Agency | North Conway, NH | Jun 2009 - Current | 14 |
| State Farm Vp Management Corp | North Conway, NH | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- ME
- NH
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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