Richard Lee (CRD# 7238832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, TN and has over 3 years of experience in the finance industry.
CRD# 6063492
Lpl Financial LLC
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sparta, TN | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Sparta, TN | Apr 2020 - Current | 4 |
| Rick Lee Insurance Agency | Sparta, TN | Apr 2019 - Current | 5 |
| State Farm Insurance | Atlanta, GA | Nov 2018 - Apr 2019 | < 1 |
| Corky Cross State Farm Agency | Mount Juliet, TN | Mar 2016 - Nov 2018 | 2 |
| Coyote Logistics | Chattanooga, TN | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- TN
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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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