Daniel ShreveCRD Number: 2923174
Current Firm: State Farm Investment Management Corp.
Daniel Shreve (CRD# 2923174) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Zionsville, IN and has over 21 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|State Farm Investment Management Corp||Zionsville, IN||Aug 2018 - Current||3|
|Daniel Shreve Insurance Agency||Zionsville, IN||Oct 2012 - Current||9|
|State Farm Vp Management Corp.||Zionsville, IN||Oct 2012 - Current||9|
|State Farm Vp Management Corp.||Indianapolis, IN||Jun 1997 - Sep 2012||15|
|Daniel Shreve Insurance Agency||Indianapolis, IN||Apr 1991 - Sep 2012||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
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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