Alan Neal (CRD# 7591552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Buffalo, TX and has over 2 years of experience in the finance industry.
CRD# 4275859
Edward Jones
CRD# 1186549
Lexaurum Advisors
CRD# 4275985
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Buffalo, TX | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Buffalo, TX | Jul 2023 - Current | < 1 |
| Alan Neal Insurance Agency | Buffalo, TX | Jul 2023 - Current | < 1 |
| United Brands Co | San Diego, CA | Nov 2011 - Current | 12 |
| State Farm Investment Management Corp | Yantis, TX | Mar 2023 - Jun 2023 | < 1 |
| State Farm Insurance | Yantis, TX | Jan 2023 - Jun 2023 | < 1 |
| State Farm Vp Management Corp | Yantis, TX | Jan 2023 - Jun 2023 | < 1 |
| State Farm Vp Management Corp | Winnsboro, TX | Aug 2022 - Jan 2023 | < 1 |
| Bo Rester Insurance Agency | Winnsboro, TX | Aug 2022 - Jan 2023 | < 1 |
| State Farm Vp Management Corp. | Emory, TX | Jul 2022 - Aug 2022 | < 1 |
| Toni Threadgill Insurance Agency | Emory, TX | Mar 2022 - Aug 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- TX
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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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