Steven Morrow (CRD# 6356914) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Trappe, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Collegeville, PA | Aug 2019 - Current | 4 |
| State Farm Vp Management Corp | Collegeville, PA | Dec 2018 - Current | 5 |
| Steve Morrow Insurance Agency | Collegeville, PA | Nov 2018 - Current | 5 |
| State Farm Insurance | Schwenksville, PA | Jun 2018 - Nov 2018 | < 1 |
| Mike Yates Insurance Agency | King Of Prussia, PA | Jan 2015 - Jun 2018 | 3 |
| State Farm Vp Management Corp | King Of Prussia, PA | Apr 2016 - Jan 2017 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Jan 2015 | < 1 |
| Mcadam LLC | Philadelphia, PA | Oct 2014 - Jan 2015 | < 1 |
| Ing Financial Partners, Inc. | Philadelphia, PA | Aug 2014 - Oct 2014 | < 1 |
| Mcadam Financial Group | Philadelphia, PA | Aug 2014 - Oct 2014 | < 1 |
| Unemployed | Schwenksville, PA | May 2014 - Aug 2014 | < 1 |
| The Pennsylvania State University | State College, PA | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- DE
- NY
- PA
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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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