Monte Folsom (CRD# 7803895) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Star, ID and has 1 year of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Star, ID | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Star, ID | Mar 2024 - Current | < 1 |
| Monte Folsom Insurance Agency | Star, ID | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Boise, ID | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Boise, ID | Aug 2023 - Current | < 1 |
| Monte Folsom Insurance Agency | Boise, ID | May 2020 - Current | 3 |
| Mark Hancock Insurance Agency | Rexburg, ID | Sep 2018 - May 2020 | 1 |
| A Cranford Company LLC | Atlanta, GA | Apr 2017 - Sep 2018 | 1 |
| Aptive Pest Control | Dublin, CA | Apr 2016 - Apr 2017 | 1 |
| Self Employed Saddle Maker | Jackson, MT | Apr 2015 - Apr 2016 | 1 |
| Montana State University | Bozeman, MT | Jul 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- ID
- MT
- NV
- OR
- UT
- WA
- WY
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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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