Lindsay Perrico, financial advisor Lakewood OH

Lindsay Perrico

CRD Number: 6299552
Current Firm: State Farm Investment Management Corp.

Lindsay Perrico (CRD# 6299552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakewood, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lindsay Perrico Insurance Agency Olmsted Falls, OH Mar 2023 - Current 1
State Farm Investment Management Corp Lakewood, OH Feb 2023 - Current 1
State Farm Vp Management Corp Lakewood, OH Nov 2022 - Current 1
Lindsay Perrico Insurance Agency Lakewood, OH Oct 2014 - Current 9
State Farm Vp Management Corp Lakewood, OH Oct 2014 - Feb 2019 4
State Farm Insurance Brecksville, OH Feb 2014 - Oct 2014 < 1
State Farm Vp Management Corp Brecksville, OH Feb 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2022
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Lindsay B. Perrico
Phone Number: 800-447-0740
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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