Cathleen EsposCRD Number: 3033141
Current Firm: State Farm Investment Management Corp.
Cathleen Espos (CRD# 3033141) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 21 years of experience in the finance industry.
Wealth & Tax Planners
Lpl Financial LLC
Avantax Advisory Services
|State Farm Investment Management Corp.||Oakland, CA||Aug 2018 - Current||3|
|State Farm Vp Management Corp||Oakland, CA||Mar 2013 - Current||8|
|State Farm Insurance||Oakland, CA||Mar 2013 - Current||8|
|State Farm Vp Management Corp||Hayward, CA||Jul 2007 - Mar 2013||5|
|State Farm Insurance||Hayward, CA||Jul 2007 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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