Lisa Crouch (CRD# 4654371) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richardson, TX and has over 20 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Richardson, TX | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp | Richardson, TX | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp | Richardson, TX | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp | Oak Hill, VA | Feb 2020 - Dec 2023 | 3 |
| State Farm Insurance | Oak Hill, VA | Apr 2014 - Dec 2023 | 9 |
| State Farm Vp Management Corp | Oak Hill, VA | Apr 2014 - Dec 2023 | 9 |
| State Farm Investment Management Corp. | Oak Hill, VA | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- TX
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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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