Todd Avery (CRD# 4808904) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Highland, IN and has over 16 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Highland, IN | Oct 2018 - Current | 5 |
Todd Avery Insurance Agency | Highland, IN | Sep 2016 - Current | 7 |
State Farm Vp Management Corp | Highland, IN | Sep 2016 - Current | 7 |
State Farm Insurance | Crown Point, IN | Jan 2016 - Aug 2016 | < 1 |
State Farm Vp Management Corp. | Crown Point, IN | Jan 2016 - Aug 2016 | < 1 |
Ossur Americas | Foothill Ranch, CA | Jun 2010 - Jan 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2007 |
S63 | Uniform Securities State Law Examination | Feb 2016 |
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IL
- IN
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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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