Patric Luera (CRD# 7666044) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Portland, TX and has 1 year of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Portland, TX | Jul 2023 - Current | < 1 |
State Farm Vp Management Corp. | Portland, TX | Nov 2022 - Current | 1 |
Patric Luera Insurance Agency | Portland, TX | Mar 2022 - Current | 2 |
State Farm Insurance | Portland, TX | Aug 2021 - Mar 2022 | < 1 |
Adesola Kuyoro State Farm | Fishers, IN | Dec 2019 - Aug 2021 | 1 |
Unemployeed | Fishers, IN | Sep 2019 - Dec 2019 | < 1 |
Kellie Taylor State Farm | Indianapolis, IN | Aug 2019 - Sep 2019 | < 1 |
Peyton Pettus State Farm | Monroe, GA | Jan 2018 - Aug 2019 | 1 |
Not Employeed | Bethlehem, GA | Aug 2017 - Jan 2018 | < 1 |
Phoenix Residential Property Management | Conyers, GA | Feb 2017 - Aug 2017 | < 1 |
Gold Leaf Property Slutions | Loganville, GA | Sep 2014 - Feb 2017 | 2 |
Accurate Fence Company | Lawrenceville, GA | Jul 2014 - Sep 2014 | < 1 |
Carroll Management | Atlanta, GA | Jun 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
S63 | Uniform Securities State Law Examination | Dec 2022 |
- 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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