Alison Fourtner, financial advisor Desoto TX

Alison Fourtner

CRD Number: 5277050
Current Firm: State Farm Investment Management Corp.

Alison Fourtner (CRD# 5277050) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Desoto, TX and has over 15 years of experience in the finance industry.

Similar Advisors
Sami Abboud, financial advisor Desoto TX
Sami Abboud
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
David Abdulky, financial advisor Desoto TX
David H. Abdulky
CRD# 4361189
Momentum Independent Network Inc.
Similar Advisors
Nancy Aber, financial advisor Desoto TX
Nancy L. Aber
CRD# 5268736
Aber Investments
Company Name Location Dates Years
State Farm Investment Management Corp Dallas, TX Feb 2024 - Current < 1
State Farm Investment Management Corp Desoto, TX Feb 2024 - Current < 1
Alison Fourtner Insurance Agency Desoto, TX Dec 2020 - Current 3
State Farm Vp Management Corp Desoto, TX Dec 2020 - Current 3
Alison Fourtner Insurance Agency Dallas, TX Dec 2008 - Current 15
State Farm Vp Mangement Corp Dallas, TX Nov 2008 - Current 15
Alison Fourtner Insurance Agency Lancaster, TX Jan 2019 - Dec 2020 1
State Farm Vp Management Corp. Lancaster, TX Jan 2019 - Dec 2020 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for Alison A. Fourtner
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.