David Carbaugh (CRD# 5111114) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Red Oak, IA and has over 17 years of experience in the finance industry.
CRD# 4745122
Edward Jones
CRD# 6370237
Primerica Advisors
CRD# 5983104
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Red Oak, IA | May 2023 - Current | < 1 |
| State Farm Investment Management Corp | Creston, IA | May 2023 - Current | < 1 |
| David Carbaugh Insurance Agency | Creston, IA | May 2022 - Current | 1 |
| State Farm Vp Management Corp. | Red Oak, IA | Oct 2018 - Current | 5 |
| David Carbaugh Insurance Agency | Red Oak, IA | Dec 2017 - Current | 6 |
| State Farm Insurance | Red Oak, IA | Jul 2017 - Dec 2017 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2016 - Jul 2017 | < 1 |
| Heartland Insurance Services | Red Oak, IA | Jan 2016 - Jul 2017 | 1 |
| Farmers Financial Solutions | Omaha, NE | Mar 2006 - Nov 2015 | 9 |
| Farmers Insurance Group | Omaha, NE | Feb 2006 - Nov 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- IA
- NE
- SD
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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