Steven Martin (CRD# 6315148) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterford, PA and has over 8 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Waterford, PA | Sep 2023 - Current | < 1 |
| Steven Martin Insurance Agency | Waterford, PA | Oct 2019 - Current | 4 |
| State Farm Vp Management Corp | Waterford, PA | May 2019 - Current | 5 |
| State Farm Insurance | Waterford, PA | May 2019 - Oct 2019 | < 1 |
| State Farm Vp Management Corp | North East, PA | Oct 2015 - May 2019 | 3 |
| Bob Martin Insurance Agency | North East, PA | Oct 2015 - May 2019 | 3 |
| State Farm Vp Management Corp | Chagrin Falls, OH | Mar 2014 - Sep 2015 | 1 |
| George Dadas Insurance Agency | Chagrin Falls, OH | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- OH
- PA
-
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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