Kristin Dowdy (CRD# 5705676) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shallotte, NC and has over 13 years of experience in the finance industry.
CRD# 3198755
Prudential Financial Planning Services
CRD# 6232537
Edward Jones
CRD# 6673969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Shallotte, NC | Jun 2023 - Current | < 1 |
| Kristin Dowdy Insurance Agency | Shallotte, NC | Dec 2011 - Current | 12 |
| State Farm Vp Management Corp. | Shallotte, NC | Dec 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2011 |
- NC
- SC
-
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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