Haley Roberts (CRD# 7011428) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tifton, GA and has over 5 years of experience in the finance industry.
CRD# 4589837
Cetera Investment Advisers LLC
CRD# 4320548
Raymond James Financial Services Advisors, Inc.
CRD# 6716462
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Tifton, GA | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp | Tifton, GA | Sep 2018 - Current | 5 |
| Haley Roberts Insurance Agency | Tifton, GA | Sep 2017 - Current | 6 |
| State Farm Insurance | Tifton, GA | Apr 2017 - Sep 2017 | < 1 |
| Stuart Pate Insurance Agency | Sylvester, GA | Sep 2013 - Apr 2017 | 3 |
| Abraham Baldwin Agricltural College | Tifton, GA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- GA
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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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