Joseph Dougherty (CRD# 7814874) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Cincinnati, OH | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Cincinnati, OH | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Cincinnati, OH | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Indianapolis, IN | Feb 2024 - Apr 2024 | < 1 |
| State Farm Vp Management Corp. | Indianapolis, IN | Feb 2024 - Apr 2024 | < 1 |
| State Farm Insurance | Indianapolis, IN | Feb 2024 - Apr 2024 | < 1 |
| State Farm Investment Management Corp | Danville, IN | Jan 2024 - Feb 2024 | < 1 |
| State Farm Vp Management Corp. | Plainfield, IN | Oct 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp. | Franklin, IN | Oct 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp. | Danville, IN | Oct 2023 - Feb 2024 | < 1 |
| Matthew Kwiatkowski Insurance Agency | Plainfield, IN | May 2021 - Feb 2024 | 2 |
| Matthew Kwiatkowski Insurance Agency | Danville, IN | May 2021 - Feb 2024 | 2 |
| Matthew Kwiatkowski Insurance Agency | Franklin, IN | May 2021 - Feb 2024 | 2 |
| Indianapolis University Purdue University Indianapolis | Indianapolis, IN | Aug 2018 - Dec 2021 | 3 |
| Event Pop | Indianapolis, IN | Jan 2021 - Apr 2021 | < 1 |
| Spreetail | Greenwood, IN | Jun 2020 - Aug 2020 | < 1 |
| Monical's Pizza | Avon, IN | Aug 2017 - Jan 2020 | 2 |
| Mccormicks And Schmicks | Indianapolis, IN | Jan 2019 - Mar 2019 | < 1 |
| Lowe's | Avon, IN | May 2018 - Aug 2018 | < 1 |
| Avon High School | Avon, IN | Sep 2013 - May 2018 | 4 |
| Fazoli's | Avon, IN | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
| S63 | Uniform Securities State Law Examination | Nov 2023 |
- IN
- OH
-
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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