Lori PonsCRD Number: 3003520
Current Firm: State Farm Investment Management Corp.
Lori Pons (CRD# 3003520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Panama City, FL and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Lpl Financial LLC
|State Farm Investment Management Corp||Panama City, FL||Aug 2018 - Current||3|
|Lori Grunden Insurance Agency||Panama City, FL||Jan 2010 - Current||11|
|State Farm Vp Management Corp.||Panama City, FL||Jan 2010 - Current||11|
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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