Zachary Barnes (CRD# 6582629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in High Point, NC and has over 8 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp. | High Point, NC | Mar 2019 - Current | 5 |
State Farm Vp Management Corp | High Point, NC | Dec 2018 - Current | 5 |
Zach Barnes Insurance Agency | High Point, NC | Jan 2018 - Current | 6 |
State Farm Insurance | Bloomington, IL | Aug 2017 - Dec 2017 | < 1 |
Scott Richardson State Farm Agency | Ames, IA | Jan 2017 - Jul 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jan 2017 | < 1 |
Metlife Securities Inc. | Minnetonka, MN | Nov 2015 - Jul 2016 | < 1 |
Steve Curren State Farm, Inc. | West Des Moines, IA | Aug 2014 - Nov 2015 | 1 |
Best Chevrolet | Hingham, MA | Jan 2011 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- NC
- SC
- VA
-
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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