Amy GreerCRD Number: 4022596
Current Firm: State Farm Investment Management Corp.
Amy Greer (CRD# 4022596) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Trenton, TN and has over 22 years of experience in the finance industry.
Triad Advisors, LLC
|State Farm Investment Management Corp||Trenton, TN||Aug 2018 - Current||3|
|Amy Greer Insurance Agency||Trenton, TN||Jan 2006 - Current||15|
|State Farm Vp Management Corp||Trenton, TN||Jan 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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