Deborah Beach (CRD# 3054253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Catasauqua, PA and has over 25 years of experience in the finance industry.
CRD# 4837731
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3247019
Mcdermott Investment Advisors, LLC
CRD# 4577359
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Catasauqua, PA | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Catasauqua, PA | Mar 1998 - Current | 26 |
| Deborah Beach Insurance Agency | Catasauqua, PA | Oct 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- PA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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