Casey Whitmarsh (CRD# 4880494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burke, VA and has over 13 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Lorton, VA | Jun 2023 - Current | < 1 |
| State Farm Investment Management Corp | Burke, VA | Jun 2023 - Current | < 1 |
| Casey Whitmarsh Insurance Agency | Burke, VA | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Burke, VA | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Lorton, VA | Sep 2018 - Current | 5 |
| Casey Whitmarsh Insurance Agency | Lorton, VA | Apr 2018 - Current | 6 |
| State Farm Insurance | Dallas, TX | Nov 2017 - Apr 2018 | < 1 |
| State Farm Vp Management Corp | Falls Church, VA | Feb 2010 - Nov 2017 | 7 |
| Mark Hennessy Insurance Agency | Falls Church, VA | May 2000 - Nov 2017 | 17 |
| Crm Building Services LLC | Fairfax, VA | Jul 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- DC
- MD
- VA
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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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