Erik Rodas (CRD# 7453243) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Norwalk, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Norwalk, CA | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp | Norwalk, CA | Nov 2021 - Current | 2 |
| Lucy Rodas Insurance Agency | Norwalk, CA | May 2016 - Current | 7 |
| Unemployed | Downey, CA | Nov 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- CA
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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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