Lee Lofton (CRD# 5277046) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sevierville, TN and has over 17 years of experience in the finance industry.
CRD# 4511877
Ubs Financial Services Inc.
CRD# 3081345
Alexander Advisory Services, LLC
CRD# 2266008
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sevierville, TN | Jun 2023 - Current | < 1 |
| Lee Lofton Insurance Agency | Sevierville, TN | Jul 2007 - Current | 16 |
| State Farm Vp Mangement Corp | Sevierville, TN | Feb 2007 - Current | 17 |
| State Farm Investment Management Corp | Sevierville, TN | Oct 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
- MS
- TN
-
Total Assets Under Management10,165MILLIONS
-
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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