Armando Perez (CRD# 5695802) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bensenville, IL and has over 14 years of experience in the finance industry.
CRD# 5842757
Edward Jones
CRD# 1180907
L.m. Kohn & Company
CRD# 2243629
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Bensenville, IL | Mar 2023 - Current | 1 |
| State Farm Investment Management Corp | Northlake, IL | Mar 2023 - Current | 1 |
| Armando Perez Insurance Agency | Northlake, IL | Jul 2017 - Current | 6 |
| State Farm Vp Management Corp. | Northlake, IL | Jul 2017 - Current | 6 |
| Armondo Perez Insurance Agency | Bensenville, IL | Mar 2010 - Current | 14 |
| State Farm Vp Management Corp. | Bensenville, IL | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IL
- IN
- IA
- MO
- WI
-
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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