Andrea Epes (CRD# 3116675) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Water Valley, MS and has over 23 years of experience in the finance industry.
CRD# 2826813
Lpl Financial LLC
CRD# 2340420
Cambridge Investment Research Advisors, Inc.
CRD# 6777294
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Water Valley, MS | Dec 2021 - Current | 2 |
| Andi Epes Insurance Agency | Water Valley, MS | Nov 2001 - Current | 22 |
| State Farm Vp Management Corp. | Water Valley, MS | May 2000 - Current | 23 |
| State Farm Investment Management Corp. | Water Valley, MS | Aug 2018 - Nov 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- GA
- MS
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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