Austin Moak (CRD# 7447029) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Summerville, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Austin Moak's Insurance Agency | Summerville, SC | Apr 2024 - Current | < 1 |
| State Farm Vp Managment Corp | Summerville, SC | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp | Summerville, SC | Jan 2024 - Current | < 1 |
| State Farm Insurance | Summerville, SC | Jan 2024 - Apr 2024 | < 1 |
| State Farm Vp Managment Corp | Blythewood, SC | Nov 2023 - Jan 2024 | < 1 |
| State Farm Investment Management Corp | Blythewood, SC | Nov 2023 - Jan 2024 | < 1 |
| State Farm Insurance | Blythewood, SC | Nov 2023 - Jan 2024 | < 1 |
| State Farm Investment Management Corp | Columbia, SC | Nov 2022 - Nov 2023 | 1 |
| State Farm Vp Managment Corp | Columbia, SC | Jan 2022 - Nov 2023 | 1 |
| Craig Plank Insurance Agency | Columbia, SC | Nov 2019 - Nov 2023 | 4 |
| Power Home Technologies | Columbia, SC | Jan 2017 - Nov 2019 | 2 |
| Broom Heating And Air | Blythewood, SC | May 2016 - Jan 2017 | < 1 |
| Cobblestone Park Golf Club | Blythewood, SC | Dec 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- SC
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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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