Katherine Stevenson (CRD# 7695462) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Margate, FL and has 1 year of experience in the finance industry.
CRD# 5136712
Kawa Capital Management, Inc.
CRD# 2897121
Citigroup Global Markets Inc.
CRD# 2380973
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Margate, FL | Mar 2023 - Current | 1 |
| State Farm Vp Management Corp. | Margate, FL | Mar 2023 - Current | 1 |
| State Farm Investment Management Corp | Margate, FL | Mar 2023 - Current | 1 |
| State Farm Insurance | Margate, FL | Dec 2019 - Feb 2023 | 3 |
| Scissortail Building Supply | Tulsa, OK | Aug 2019 - Dec 2019 | < 1 |
| Sara Stevenson Insurance Agency | Gladstone, MO | Jun 2016 - May 2019 | 2 |
| State Farm Insurance | Minneapolis, MN | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
-
Total Assets Under Management10,165MILLIONS
-
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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